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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 | $39,955 | $97,125-58.9% | $86,233-53.7% | $137,256-70.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 7.33% | 74.19%-66.9pp | 61.39%-54.1pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,207 | $2,841-57.5% | $2,504-51.8% | $4,156-71.0% |
| Participant deferral / active EE | $4,699 | $5,180-9.3% | $4,559+3.1% | $6,407-26.7% |
| Admin fee / account holder | $91,984 | $9,725+845.9% | $8,342+1002.6% | $12,270+649.7% |