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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 | $78,447 | $209,422-62.5% | $178,503-56.1% | $158,982-50.7% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 0.99% | 188.81%-187.8pp | 151.12%-150.1pp | 302.99%-302.0pp |
| Employer contribution / active EE | $1,164 | $5,707-79.6% | $5,011-76.8% | $4,763-75.6% |
| Participant deferral / active EE | $2,407 | $5,955-59.6% | $5,202-53.7% | $5,983-59.8% |
| Admin fee / account holder | $4,725 | $17,079-72.3% | $13,987-66.2% | $11,252-58.0% |