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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 | $73,264 | $176,077-58.4% | $159,455-54.1% | $167,518-56.3% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 7.73% | 331.83%-324.1pp | 263.63%-255.9pp | 478.71%-471.0pp |
| Employer contribution / active EE | $1,569 | $5,298-70.4% | $4,830-67.5% | $4,838-67.6% |
| Participant deferral / active EE | $6,288 | $7,751-18.9% | $7,353-14.5% | $6,342-0.9% |
| Admin fee / account holder | $26,871 | $12,556+114.0% | $10,800+148.8% | $12,312+118.2% |