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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 | $97,125-28.4% | $86,233-19.4% | $137,256-49.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 7.26% | 74.19%-66.9pp | 61.39%-54.1pp | 220.34%-213.1pp |
| Employer contribution / active EE | $950 | $2,841-66.6% | $2,504-62.1% | $4,156-77.1% |
| Participant deferral / active EE | $3,538 | $5,180-31.7% | $4,559-22.4% | $6,407-44.8% |
| Admin fee / account holder | $203,490 | $9,725+1992.5% | $8,342+2339.3% | $12,270+1558.4% |