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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,158 | $51,638+2.9% | $68,368-22.2% | $82,448-35.5% |
| Participation rate | 29.7% | 63.6%-33.9pp | 73.8%-44.0pp | 68.1%-38.3pp |
| Annual return | 5.18% | 37.53%-32.4pp | 292.57%-287.4pp | 41.64%-36.5pp |
| Employer contribution / active EE | $1,058 | $2,047-48.3% | $2,649-60.0% | $2,551-58.5% |
| Participant deferral / active EE | $2,391 | $2,914-17.9% | $4,123-42.0% | $4,139-42.2% |
| Admin fee / account holder | $73,482 | $4,643+1482.5% | $5,150+1326.9% | $7,234+915.7% |