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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 | $39,455 | $166,242-76.3% | $165,071-76.1% | $145,884-73.0% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 5.88% | 100.44%-94.6pp | 70.17%-64.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $2,246 | $5,283-57.5% | $4,347-48.3% | $4,662-51.8% |
| Participant deferral / active EE | $11,596 | $6,964+66.5% | $6,035+92.1% | $6,690+73.3% |
| Admin fee / account holder | $186,284 | $16,658+1018.3% | $12,695+1367.4% | $13,392+1291.0% |