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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 | $112,573 | $172,111-34.6% | $150,298-25.1% | $137,256-18.0% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 4.11% | 69.37%-65.3pp | 62.79%-58.7pp | 220.34%-216.2pp |
| Employer contribution / active EE | $2,191 | $4,636-52.8% | $4,154-47.3% | $4,156-47.3% |
| Participant deferral / active EE | $5,769 | $6,166-6.4% | $5,453+5.8% | $6,407-10.0% |
| Admin fee / account holder | $234,473 | $16,471+1323.6% | $14,116+1561.1% | $12,270+1810.9% |