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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 | $52,989 | $117,895-55.1% | $102,460-48.3% | $145,897-63.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.55% | 31.92%-24.4pp | 29.47%-21.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $3,406 | $3,619-5.9% | $3,025+12.6% | $4,663-26.9% |
| Participant deferral / active EE | $4,906 | $5,736-14.5% | $5,056-3.0% | $6,689-26.7% |
| Admin fee / account holder | $40,033 | $13,353+199.8% | $9,460+323.2% | $13,390+199.0% |