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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 | $96,149 | $124,425-22.7% | $112,040-14.2% | $137,256-29.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 0.58% | 24.72%-24.1pp | 24.52%-23.9pp | 220.34%-219.8pp |
| Employer contribution / active EE | $2,383 | $3,411-30.1% | $2,954-19.3% | $4,156-42.7% |
| Participant deferral / active EE | $7,418 | $5,718+29.7% | $5,098+45.5% | $6,407+15.8% |
| Admin fee / account holder | $110,656 | $15,207+627.7% | $12,098+814.7% | $12,270+801.8% |