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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 | $69,755 | $166,131-58.0% | $164,975-57.7% | $145,877-52.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.43% | 100.37%-91.9pp | 70.12%-61.7pp | 551.28%-542.9pp |
| Employer contribution / active EE | $2,026 | $5,276-61.6% | $4,343-53.3% | $4,663-56.6% |
| Participant deferral / active EE | $4,642 | $6,962-33.3% | $6,033-23.1% | $6,691-30.6% |
| Admin fee / account holder | $60,631 | $16,648+264.2% | $12,688+377.9% | $13,402+352.4% |