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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 | $95,296 | $111,814-14.8% | $103,374-7.8% | $145,959-34.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.92% | 24.77%-18.8pp | 24.89%-19.0pp | 561.95%-556.0pp |
| Employer contribution / active EE | $2,494 | $4,214-40.8% | $3,869-35.6% | $4,661-46.5% |
| Participant deferral / active EE | $15,364 | $5,618+173.5% | $5,058+203.8% | $6,689+129.7% |
| Admin fee / account holder | $268,256 | $9,754+2650.1% | $8,394+3095.8% | $13,398+1902.2% |