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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 | $47,180 | $124,980-62.2% | $108,359-56.5% | $154,746-69.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 4.65% | 45.00%-40.4pp | 36.89%-32.2pp | 172.34%-167.7pp |
| Employer contribution / active EE | $1,871 | $2,851-34.4% | $2,399-22.0% | $4,379-57.3% |
| Participant deferral / active EE | $2,607 | $4,743-45.0% | $4,137-37.0% | $6,730-61.3% |
| Admin fee / account holder | $268,903 | $11,502+2237.9% | $9,741+2660.6% | $14,365+1771.9% |