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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 | $69,781 | $209,425-66.7% | $178,499-60.9% | $158,966-56.1% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 2.16% | 188.80%-186.6pp | 151.10%-148.9pp | 302.95%-300.8pp |
| Employer contribution / active EE | $1,164 | $5,707-79.6% | $5,011-76.8% | $4,762-75.6% |
| Participant deferral / active EE | $6,254 | $5,955+5.0% | $5,202+20.2% | $5,983+4.5% |
| Admin fee / account holder | $76,621 | $17,078+348.6% | $13,986+447.8% | $11,250+581.1% |