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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 | $73,170 | $108,911-32.8% | $100,392-27.1% | $145,884-49.8% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 8.73% | 58.23%-49.5pp | 49.45%-40.7pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,768 | $4,420-60.0% | $3,941-55.1% | $4,662-62.1% |
| Participant deferral / active EE | $3,058 | $8,459-63.8% | $8,090-62.2% | $6,690-54.3% |
| Admin fee / account holder | $5,807 | $9,698-40.1% | $7,904-26.5% | $13,392-56.6% |