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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 | $59,061 | $178,174-66.9% | $156,181-62.2% | $137,256-57.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 5.31% | 84.19%-78.9pp | 64.87%-59.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,013 | $4,972-59.5% | $4,294-53.1% | $4,156-51.6% |
| Participant deferral / active EE | $13,279 | $6,888+92.8% | $6,132+116.5% | $6,407+107.3% |
| Admin fee / account holder | $507,624 | $17,404+2816.7% | $14,586+3380.2% | $12,270+4037.1% |