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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 | $102,468 | $275,752-62.8% | $256,809-60.1% | $198,609-48.4% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 3.80% | 34.81%-31.0pp | 32.73%-28.9pp | 202.70%-198.9pp |
| Employer contribution / active EE | $4,210 | $7,721-45.5% | $7,263-42.0% | $5,055-16.7% |
| Participant deferral / active EE | $8,600 | $10,037-14.3% | $9,520-9.7% | $6,977+23.3% |
| Admin fee / account holder | $57,203 | $25,716+122.4% | $25,146+127.5% | $19,030+200.6% |