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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 | $58,334 | $114,013-48.8% | $103,693-43.7% | $155,188-62.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 3.96% | 49.31%-45.4pp | 47.61%-43.7pp | 148.84%-144.9pp |
| Employer contribution / active EE | $4,235 | $3,131+35.3% | $2,920+45.0% | $4,248-0.3% |
| Participant deferral / active EE | $9,753 | $4,970+96.2% | $4,579+113.0% | $6,531+49.3% |
| Admin fee / account holder | $53,967 | $8,407+541.9% | $7,858+586.8% | $14,480+272.7% |