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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 | $81,920 | $117,895-30.5% | $102,460-20.0% | $145,897-43.9% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 6.82% | 31.92%-25.1pp | 29.47%-22.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $2,812 | $3,619-22.3% | $3,025-7.0% | $4,663-39.7% |
| Participant deferral / active EE | $14,062 | $5,736+145.1% | $5,056+178.1% | $6,689+110.2% |
| Admin fee / account holder | $189,229 | $13,353+1317.2% | $9,460+1900.3% | $13,390+1313.2% |