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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 | $73,575 | $175,231-58.0% | $149,696-50.9% | $139,466-47.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.09% | 166.77%-157.7pp | 134.46%-125.4pp | 373.66%-364.6pp |
| Employer contribution / active EE | $2,402 | $5,478-56.2% | $4,821-50.2% | $4,754-49.5% |
| Participant deferral / active EE | $2,955 | $6,521-54.7% | $5,682-48.0% | $6,712-56.0% |
| Admin fee / account holder | $84,835 | $16,155+425.1% | $13,212+542.1% | $11,409+643.6% |