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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 | $82,682 | $183,592-55.0% | $155,574-46.9% | $145,877-43.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 1.85% | 61.37%-59.5pp | 64.87%-63.0pp | 551.28%-549.4pp |
| Employer contribution / active EE | $10,688 | $5,317+101.0% | $4,676+128.6% | $4,663+129.2% |
| Participant deferral / active EE | $18,998 | $6,466+193.8% | $5,629+237.5% | $6,691+183.9% |
| Admin fee / account holder | $11,524 | $19,316-40.3% | $15,914-27.6% | $13,402-14.0% |