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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 | $55,389 | $185,312-70.1% | $161,489-65.7% | $154,746-64.2% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 9.20% | 103.84%-94.6pp | 89.72%-80.5pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,078 | $4,769-56.4% | $4,268-51.3% | $4,379-52.6% |
| Participant deferral / active EE | $3,818 | $6,350-39.9% | $5,630-32.2% | $6,730-43.3% |
| Admin fee / account holder | $62,294 | $18,654+233.9% | $16,006+289.2% | $14,365+333.6% |