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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 | $36,055 | $111,878-67.8% | $93,727-61.5% | $145,897-75.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 5.04% | 204.28%-199.2pp | 133.83%-128.8pp | 552.29%-547.3pp |
| Employer contribution / active EE | $2,457 | $3,092-20.5% | $2,421+1.5% | $4,663-47.3% |
| Participant deferral / active EE | $15,291 | $4,920+210.8% | $4,417+246.2% | $6,689+128.6% |
| Admin fee / account holder | $423,843 | $10,256+4032.5% | $8,292+5011.7% | $13,390+3065.3% |