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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 | $42,160 | $148,623-71.6% | $135,974-69.0% | $139,466-69.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 6.85% | 79.30%-72.4pp | 68.30%-61.5pp | 373.66%-366.8pp |
| Employer contribution / active EE | $4,938 | $5,246-5.9% | $4,859+1.6% | $4,754+3.9% |
| Participant deferral / active EE | $11,861 | $8,103+46.4% | $7,760+52.8% | $6,712+76.7% |
| Admin fee / account holder | $89,580 | $12,406+622.1% | $10,767+732.0% | $11,409+685.2% |