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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 | $183,516-54.9% | $155,534-46.8% | $145,884-43.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 1.85% | 61.43%-59.6pp | 64.92%-63.1pp | 551.85%-550.0pp |
| Employer contribution / active EE | $10,688 | $5,315+101.1% | $4,675+128.6% | $4,662+129.2% |
| Participant deferral / active EE | $18,998 | $6,467+193.8% | $5,630+237.4% | $6,690+184.0% |
| Admin fee / account holder | $11,524 | $19,293-40.3% | $15,900-27.5% | $13,392-13.9% |