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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 | $56,361 | $175,231-67.8% | $149,696-62.3% | $139,466-59.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 3.12% | 166.77%-163.7pp | 134.46%-131.3pp | 373.66%-370.5pp |
| Employer contribution / active EE | $4,988 | $5,478-9.0% | $4,821+3.5% | $4,754+4.9% |
| Participant deferral / active EE | $10,750 | $6,521+64.8% | $5,682+89.2% | $6,712+60.2% |
| Admin fee / account holder | $701 | $16,155-95.7% | $13,212-94.7% | $11,409-93.9% |