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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 | $78,141 | $138,312-43.5% | $122,979-36.5% | $155,188-49.6% |
| Participation rate | 55.6% | 80.2%-24.6pp | 77.2%-21.6pp | 80.8%-25.2pp |
| Annual return | 4.76% | 22.06%-17.3pp | 20.12%-15.4pp | 148.84%-144.1pp |
| Employer contribution / active EE | $1,851 | $3,530-47.6% | $3,062-39.5% | $4,248-56.4% |
| Participant deferral / active EE | $5,174 | $5,592-7.5% | $5,003+3.4% | $6,531-20.8% |
| Admin fee / account holder | $224,511 | $15,089+1387.9% | $12,864+1645.2% | $14,480+1450.5% |