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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 | $55,472 | $183,539-69.8% | $155,556-64.3% | $145,897-62.0% |
| Participation rate | 61.9% | 82.7%-20.8pp | 78.2%-16.3pp | 80.3%-18.4pp |
| Annual return | 4.72% | 61.31%-56.6pp | 64.84%-60.1pp | 552.29%-547.6pp |
| Employer contribution / active EE | $1,941 | $5,315-63.5% | $4,675-58.5% | $4,663-58.4% |
| Participant deferral / active EE | $2,979 | $6,467-53.9% | $5,631-47.1% | $6,689-55.5% |
| Admin fee / account holder | $69,814 | $19,275+262.2% | $15,885+339.5% | $13,390+421.4% |