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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 | $98,530 | $103,008-4.3% | $90,304+9.1% | $152,897-35.6% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 5.66% | 95.22%-89.6pp | 78.13%-72.5pp | 345.43%-339.8pp |
| Employer contribution / active EE | $2,475 | $3,139-21.2% | $2,855-13.3% | $4,764-48.0% |
| Participant deferral / active EE | $4,992 | $4,281+16.6% | $3,885+28.5% | $5,851-14.7% |
| Admin fee / account holder | $18,074 | $6,175+192.7% | $5,354+237.6% | $11,599+55.8% |