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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 | $56,250 | $162,821-65.5% | $133,978-58.0% | $158,982-64.6% |
| Participation rate | 58.8% | 83.2%-24.4pp | 79.8%-21.0pp | 82.0%-23.1pp |
| Annual return | 5.05% | 41.95%-36.9pp | 45.10%-40.1pp | 302.99%-297.9pp |
| Employer contribution / active EE | $1,071 | $4,976-78.5% | $3,919-72.7% | $4,763-77.5% |
| Participant deferral / active EE | $2,917 | $5,910-50.6% | $5,047-42.2% | $5,983-51.2% |
| Admin fee / account holder | $20,317 | $11,742+73.0% | $8,930+127.5% | $11,252+80.6% |