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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 | $83,844 | $150,412-44.3% | $120,574-30.5% | $145,884-42.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 5.06% | 154.50%-149.4pp | 107.42%-102.4pp | 551.85%-546.8pp |
| Employer contribution / active EE | $1,552 | $4,355-64.4% | $3,471-55.3% | $4,662-66.7% |
| Participant deferral / active EE | $1,552 | $6,175-74.9% | $4,996-68.9% | $6,690-76.8% |
| Admin fee / account holder | $7,181 | $12,224-41.3% | $9,445-24.0% | $13,392-46.4% |