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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 | $83,421 | $166,131-49.8% | $164,975-49.4% | $145,877-42.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 3.58% | 100.37%-96.8pp | 70.12%-66.5pp | 551.28%-547.7pp |
| Employer contribution / active EE | $1,172 | $5,276-77.8% | $4,343-73.0% | $4,663-74.9% |
| Participant deferral / active EE | $3,426 | $6,962-50.8% | $6,033-43.2% | $6,691-48.8% |
| Admin fee / account holder | $37,536 | $16,648+125.5% | $12,688+195.8% | $13,402+180.1% |