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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 | $76,485 | $183,539-58.3% | $155,556-50.8% | $145,897-47.6% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 7.54% | 61.31%-53.8pp | 64.84%-57.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,396 | $5,315-54.9% | $4,675-48.7% | $4,663-48.6% |
| Participant deferral / active EE | $4,954 | $6,467-23.4% | $5,631-12.0% | $6,689-25.9% |
| Admin fee / account holder | $188,442 | $19,275+877.7% | $15,885+1086.3% | $13,390+1307.3% |