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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 | $69,516 | $108,882-36.2% | $96,754-28.2% | $154,746-55.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 7.26% | 98.39%-91.1pp | 82.04%-74.8pp | 172.34%-165.1pp |
| Employer contribution / active EE | $950 | $3,018-68.5% | $2,679-64.5% | $4,379-78.3% |
| Participant deferral / active EE | $3,538 | $5,323-33.5% | $4,758-25.7% | $6,730-47.4% |
| Admin fee / account holder | $203,490 | $10,200+1894.9% | $8,905+2185.2% | $14,365+1316.5% |