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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 | $75,122 | $101,063-25.7% | $81,473-7.8% | $147,586-49.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 4.44% | 32.41%-28.0pp | 38.78%-34.3pp | 578.59%-574.2pp |
| Employer contribution / active EE | $2,463 | $3,206-23.1% | $2,568-4.1% | $4,876-49.5% |
| Participant deferral / active EE | $3,513 | $4,242-17.2% | $3,537-0.7% | $5,439-35.4% |
| Admin fee / account holder | $74,137 | $5,812+1175.5% | $4,561+1525.4% | $10,886+581.0% |