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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 | $84,556 | $183,539-53.9% | $155,556-45.6% | $145,897-42.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.93% | 61.31%-53.4pp | 64.84%-56.9pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,740 | $5,315-48.4% | $4,675-41.4% | $4,663-41.2% |
| Participant deferral / active EE | $4,575 | $6,467-29.3% | $5,631-18.7% | $6,689-31.6% |
| Admin fee / account holder | $90,365 | $19,275+368.8% | $15,885+468.9% | $13,390+574.9% |