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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 | $42,189 | $211,288-80.0% | $178,540-76.4% | $145,884-71.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.95% | 30.27%-23.3pp | 27.15%-20.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,841 | $4,574-59.7% | $3,953-53.4% | $4,662-60.5% |
| Participant deferral / active EE | $4,174 | $6,967-40.1% | $6,281-33.5% | $6,690-37.6% |
| Admin fee / account holder | $31,880 | $12,105+163.4% | $10,424+205.8% | $13,392+138.1% |