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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 | $76,522 | $111,830-31.6% | $93,696-18.3% | $145,884-47.5% |
| Participation rate | 63.2% | 74.2%-11.1pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 3.65% | 204.08%-200.4pp | 133.74%-130.1pp | 551.85%-548.2pp |
| Employer contribution / active EE | $2,249 | $3,093-27.3% | $2,422-7.1% | $4,662-51.8% |
| Participant deferral / active EE | $5,793 | $4,920+17.7% | $4,417+31.2% | $6,690-13.4% |
| Admin fee / account holder | $106,059 | $10,249+934.8% | $8,287+1179.9% | $13,392+692.0% |