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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 | $71,245 | $108,882-34.6% | $96,754-26.4% | $154,746-54.0% |
| Participation rate | 28.6% | 75.1%-46.5pp | 70.3%-41.7pp | 80.7%-52.1pp |
| Annual return | 0.66% | 98.39%-97.7pp | 82.04%-81.4pp | 172.34%-171.7pp |
| Employer contribution / active EE | $689 | $3,018-77.2% | $2,679-74.3% | $4,379-84.3% |
| Participant deferral / active EE | $3,384 | $5,323-36.4% | $4,758-28.9% | $6,730-49.7% |
| Admin fee / account holder | $8,905 | $10,200-12.7% | $8,9050% | $14,365-38.0% |