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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 | $45,499 | $183,592-75.2% | $155,574-70.8% | $145,877-68.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.94% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $2,604 | $5,317-51.0% | $4,676-44.3% | $4,663-44.2% |
| Participant deferral / active EE | $3,458 | $6,466-46.5% | $5,629-38.6% | $6,691-48.3% |
| Admin fee / account holder | $41,468 | $19,316+114.7% | $15,914+160.6% | $13,402+209.4% |