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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 | $80,991 | $118,875-31.9% | $96,572-16.1% | $167,553-51.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 5.98% | 50.50%-44.5pp | 37.79%-31.8pp | 478.89%-472.9pp |
| Employer contribution / active EE | $2,008 | $3,121-35.7% | $2,357-14.8% | $4,840-58.5% |
| Participant deferral / active EE | $22,631 | $4,617+390.2% | $3,850+487.9% | $6,343+256.8% |
| Admin fee / account holder | $138,308 | $8,070+1613.9% | $6,183+2136.9% | $12,316+1023.0% |