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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 | $51,856 | $176,105-70.6% | $159,474-67.5% | $167,536-69.0% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.40% | 331.91%-331.5pp | 263.68%-263.3pp | 478.82%-478.4pp |
| Employer contribution / active EE | $3,134 | $5,299-40.9% | $4,831-35.1% | $4,839-35.2% |
| Participant deferral / active EE | $5,637 | $7,751-27.3% | $7,353-23.3% | $6,342-11.1% |
| Admin fee / account holder | $17,574 | $12,559+39.9% | $10,802+62.7% | $12,315+42.7% |