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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 | $183,627-58.3% | $155,602-50.8% | $145,978-47.6% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 7.54% | 61.32%-53.8pp | 64.81%-57.3pp | 550.52%-543.0pp |
| Employer contribution / active EE | $2,396 | $5,316-54.9% | $4,675-48.7% | $4,662-48.6% |
| Participant deferral / active EE | $4,954 | $6,466-23.4% | $5,629-12.0% | $6,690-25.9% |
| Admin fee / account holder | $188,442 | $19,327+875.0% | $15,923+1083.4% | $13,400+1306.3% |