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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 | $67,632 | $165,381-59.1% | $149,730-54.8% | $158,966-57.5% |
| Participation rate | 38.9% | 84.6%-45.7pp | 82.5%-43.6pp | 82.0%-43.1pp |
| Annual return | 2.13% | 348.29%-346.2pp | 276.70%-274.6pp | 302.95%-300.8pp |
| Employer contribution / active EE | $1,598 | $5,104-68.7% | $4,645-65.6% | $4,762-66.4% |
| Participant deferral / active EE | $5,271 | $7,182-26.6% | $6,843-23.0% | $5,983-11.9% |
| Admin fee / account holder | $15,427 | $10,809+42.7% | $9,310+65.7% | $11,250+37.1% |