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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 | $54,980 | $166,268-66.9% | $165,100-66.7% | $145,897-62.3% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 5.67% | 100.52%-94.9pp | 70.21%-64.5pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,462 | $5,284-72.3% | $4,348-66.4% | $4,663-68.6% |
| Participant deferral / active EE | $3,164 | $6,964-54.6% | $6,035-47.6% | $6,689-52.7% |
| Admin fee / account holder | $39,000 | $16,659+134.1% | $12,696+207.2% | $13,390+191.3% |