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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 | $43,951 | $162,136-72.9% | $152,301-71.1% | $154,746-71.6% |
| Participation rate | 58.8% | 84.1%-25.3pp | 82.4%-23.6pp | 80.7%-21.9pp |
| Annual return | 5.21% | 91.02%-85.8pp | 80.50%-75.3pp | 172.34%-167.1pp |
| Employer contribution / active EE | $2,297 | $4,890-53.0% | $4,624-50.3% | $4,379-47.6% |
| Participant deferral / active EE | $4,719 | $8,341-43.4% | $8,004-41.0% | $6,730-29.9% |
| Admin fee / account holder | $79,011 | $15,759+401.4% | $14,398+448.8% | $14,365+450.0% |