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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 | $64,386 | $208,088-69.1% | $186,193-65.4% | $154,746-58.4% |
| Participation rate | 53.8% | 80.0%-26.1pp | 77.1%-23.3pp | 80.7%-26.9pp |
| Annual return | 5.79% | 89.97%-84.2pp | 78.03%-72.2pp | 172.34%-166.5pp |
| Employer contribution / active EE | $1,695 | $4,340-61.0% | $3,918-56.7% | $4,379-61.3% |
| Participant deferral / active EE | $4,242 | $7,078-40.1% | $6,513-34.9% | $6,730-37.0% |
| Admin fee / account holder | $96,559 | $11,698+725.4% | $11,058+773.2% | $14,365+572.2% |