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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 | $70,109 | $157,304-55.4% | $141,197-50.3% | $152,909-54.1% |
| Participation rate | 60.9% | 84.8%-24.0pp | 82.5%-21.6pp | 82.5%-21.6pp |
| Annual return | 2.06% | 64.34%-62.3pp | 71.41%-69.3pp | 345.46%-343.4pp |
| Employer contribution / active EE | $2,077 | $5,263-60.5% | $4,736-56.1% | $4,764-56.4% |
| Participant deferral / active EE | $4,029 | $7,111-43.3% | $6,710-40.0% | $5,851-31.1% |
| Admin fee / account holder | $8,140 | $12,126-32.9% | $10,265-20.7% | $11,601-29.8% |