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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 | $51,356 | $183,592-72.0% | $155,574-67.0% | $145,877-64.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.28% | 61.37%-56.1pp | 64.87%-59.6pp | 551.28%-546.0pp |
| Employer contribution / active EE | $2,590 | $5,317-51.3% | $4,676-44.6% | $4,663-44.5% |
| Participant deferral / active EE | $3,881 | $6,466-40.0% | $5,629-31.1% | $6,691-42.0% |
| Admin fee / account holder | $67,489 | $19,316+249.4% | $15,914+324.1% | $13,402+403.6% |