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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 | $77,183 | $111,814-31.0% | $103,378-25.3% | $145,978-47.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.65% | 24.80%-19.1pp | 24.91%-19.3pp | 550.52%-544.9pp |
| Employer contribution / active EE | $1,248 | $4,215-70.4% | $3,870-67.7% | $4,662-73.2% |
| Participant deferral / active EE | $2,717 | $5,618-51.6% | $5,058-46.3% | $6,690-59.4% |
| Admin fee / account holder | $32,043 | $9,764+228.2% | $8,401+281.4% | $13,400+139.1% |