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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 | $88,410 | $165,381-46.5% | $149,730-41.0% | $158,966-44.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.97% | 348.29%-340.3pp | 276.70%-268.7pp | 302.95%-295.0pp |
| Employer contribution / active EE | $1,610 | $5,104-68.4% | $4,645-65.3% | $4,762-66.2% |
| Participant deferral / active EE | $3,997 | $7,182-44.3% | $6,843-41.6% | $5,983-33.2% |
| Admin fee / account holder | $25,218 | $10,809+133.3% | $9,310+170.9% | $11,250+124.2% |