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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 | $71,036 | $111,535-36.3% | $105,223-32.5% | $137,256-48.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 7.55% | 237.85%-230.3pp | 180.65%-173.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,450 | $3,939-63.2% | $3,689-60.7% | $4,156-65.1% |
| Participant deferral / active EE | $3,188 | $5,500-42.0% | $5,072-37.2% | $6,407-50.2% |
| Admin fee / account holder | $174,839 | $9,721+1698.5% | $8,859+1873.6% | $12,270+1324.9% |