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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 | $47,886 | $98,240-51.3% | $82,312-41.8% | $147,586-67.6% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 5.79% | 30.85%-25.1pp | 25.88%-20.1pp | 578.59%-572.8pp |
| Employer contribution / active EE | $2,275 | $3,192-28.7% | $2,428-6.3% | $4,876-53.4% |
| Participant deferral / active EE | $4,630 | $4,383+5.6% | $3,706+24.9% | $5,439-14.9% |
| Admin fee / account holder | $31,501 | $8,563+267.9% | $5,608+461.7% | $10,886+189.4% |