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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 | $55,482 | $111,878-50.4% | $93,727-40.8% | $145,897-62.0% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 4.76% | 204.28%-199.5pp | 133.83%-129.1pp | 552.29%-547.5pp |
| Employer contribution / active EE | $2,262 | $3,092-26.8% | $2,421-6.6% | $4,663-51.5% |
| Participant deferral / active EE | $4,871 | $4,920-1.0% | $4,417+10.3% | $6,689-27.2% |
| Admin fee / account holder | $134,846 | $10,256+1214.7% | $8,292+1526.3% | $13,390+907.0% |