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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 | $223,823-54.2% | $211,142-51.5% | $154,746-33.8% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 3.80% | 50.39%-46.6pp | 46.84%-43.0pp | 172.34%-168.5pp |
| Employer contribution / active EE | $4,210 | $6,787-38.0% | $6,442-34.6% | $4,379-3.9% |
| Participant deferral / active EE | $8,600 | $9,750-11.8% | $9,284-7.4% | $6,730+27.8% |
| Admin fee / account holder | $57,203 | $19,707+190.3% | $19,076+199.9% | $14,365+298.2% |