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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 | $79,955 | $226,135-64.6% | $182,558-56.2% | $152,909-47.7% |
| Participation rate | 56.5% | 82.5%-25.9pp | 78.0%-21.5pp | 82.5%-25.9pp |
| Annual return | 3.58% | 192.60%-189.0pp | 148.59%-145.0pp | 345.46%-341.9pp |
| Employer contribution / active EE | $2,241 | $4,979-55.0% | $4,076-45.0% | $4,764-53.0% |
| Participant deferral / active EE | $4,652 | $6,371-27.0% | $5,526-15.8% | $5,851-20.5% |
| Admin fee / account holder | $21,629 | $10,707+102.0% | $8,594+151.7% | $11,601+86.4% |