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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 | $79,994 | $111,535-28.3% | $105,223-24.0% | $137,256-41.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 5.41% | 237.85%-232.4pp | 180.65%-175.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,452 | $3,939-63.1% | $3,689-60.6% | $4,156-65.1% |
| Participant deferral / active EE | $1,528 | $5,500-72.2% | $5,072-69.9% | $6,407-76.2% |
| Admin fee / account holder | $98,869 | $9,721+917.0% | $8,859+1016.1% | $12,270+705.8% |