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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 | $74,025 | $148,623-50.2% | $135,974-45.6% | $139,466-46.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.99% | 79.30%-67.3pp | 68.30%-56.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,583 | $5,246-69.8% | $4,859-67.4% | $4,754-66.7% |
| Participant deferral / active EE | $5,502 | $8,103-32.1% | $7,760-29.1% | $6,712-18.0% |
| Admin fee / account holder | $50,000 | $12,406+303.0% | $10,767+364.4% | $11,409+338.3% |