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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 | $71,197 | $144,130-50.6% | $117,860-39.6% | $147,585-51.8% |
| Participation rate | 53.8% | 83.4%-29.6pp | 79.7%-25.8pp | 82.8%-29.0pp |
| Annual return | 8.10% | 531.20%-523.1pp | 335.10%-327.0pp | 578.58%-570.5pp |
| Employer contribution / active EE | $1,587 | $4,897-67.6% | $3,786-58.1% | $4,876-67.4% |
| Participant deferral / active EE | $3,846 | $5,316-27.7% | $4,482-14.2% | $5,439-29.3% |
| Admin fee / account holder | $52,940 | $10,887+386.3% | $8,021+560.1% | $10,886+386.3% |