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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 | $96,276 | $185,856-48.2% | $170,028-43.4% | $139,456-31.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 5.84% | 60.52%-54.7pp | 53.39%-47.5pp | 373.45%-367.6pp |
| Employer contribution / active EE | $5,492 | $7,593-27.7% | $6,788-19.1% | $4,753+15.6% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $292,811 | $15,387+1802.9% | $12,820+2183.9% | $11,407+2466.9% |