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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 | $111,787-50.4% | $93,681-40.8% | $145,978-62.0% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 4.76% | 203.52%-198.8pp | 133.47%-128.7pp | 550.52%-545.8pp |
| Employer contribution / active EE | $2,262 | $3,093-26.9% | $2,422-6.6% | $4,662-51.5% |
| Participant deferral / active EE | $4,871 | $4,918-0.9% | $4,415+10.3% | $6,690-27.2% |
| Admin fee / account holder | $134,846 | $10,256+1214.8% | $8,290+1526.6% | $13,400+906.3% |