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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 | $50,901 | $108,942-53.3% | $100,415-49.3% | $145,897-65.1% |
| Participation rate | 58.3% | 83.0%-24.6pp | 81.5%-23.2pp | 80.3%-22.0pp |
| Annual return | 9.06% | 58.27%-49.2pp | 49.47%-40.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,976 | $4,422-32.7% | $3,943-24.5% | $4,663-36.2% |
| Participant deferral / active EE | $5,194 | $8,461-38.6% | $8,091-35.8% | $6,689-22.4% |
| Admin fee / account holder | $225,614 | $9,702+2225.5% | $7,906+2753.7% | $13,390+1584.9% |