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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 | $54,907 | $101,618-46.0% | $93,063-41.0% | $137,256-60.0% |
| Participation rate | 62.5% | 74.9%-12.4pp | 72.1%-9.6pp | 80.0%-17.5pp |
| Annual return | 8.57% | 223.95%-215.4pp | 34.15%-25.6pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,325 | $2,707-51.1% | $2,476-46.5% | $4,156-68.1% |
| Participant deferral / active EE | $8,111 | $4,279+89.6% | $3,958+104.9% | $6,407+26.6% |
| Admin fee / account holder | $58,656 | $6,198+846.3% | $6,033+872.2% | $12,270+378.0% |