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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 | $71,122 | $115,810-38.6% | $101,271-29.8% | $158,966-55.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 4.44% | 56.15%-51.7pp | 46.48%-42.0pp | 302.95%-298.5pp |
| Employer contribution / active EE | $1,626 | $4,175-61.1% | $3,660-55.6% | $4,762-65.9% |
| Participant deferral / active EE | $2,129 | $4,958-57.1% | $4,371-51.3% | $5,983-64.4% |
| Admin fee / account holder | $20,117 | $7,248+177.5% | $5,948+238.2% | $11,250+78.8% |