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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 | $60,519 | $149,040-59.4% | $120,225-49.7% | $137,256-55.9% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 9.96% | 605.68%-595.7pp | 439.23%-429.3pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,127 | $4,350-74.1% | $3,475-67.6% | $4,156-72.9% |
| Participant deferral / active EE | $2,257 | $4,655-51.5% | $3,999-43.5% | $6,407-64.8% |
| Admin fee / account holder | $51,711 | $6,348+714.6% | $5,696+807.8% | $12,270+321.4% |