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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 | $62,063 | $111,878-44.5% | $93,727-33.8% | $145,897-57.5% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 5.68% | 204.28%-198.6pp | 133.83%-128.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,474 | $3,092-52.3% | $2,421-39.1% | $4,663-68.4% |
| Participant deferral / active EE | $2,817 | $4,920-42.7% | $4,417-36.2% | $6,689-57.9% |
| Admin fee / account holder | $35,142 | $10,256+242.6% | $8,292+323.8% | $13,390+162.4% |