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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 | $76,944 | $215,361-64.3% | $171,082-55.0% | $273,972-71.9% |
| Participation rate | 21.4% | 82.0%-60.6pp | 76.7%-55.3pp | 83.0%-61.6pp |
| Annual return | -0.03% | 25.14%-25.2pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $481 | $4,967-90.3% | $4,002-88.0% | $4,869-90.1% |
| Participant deferral / active EE | $2,384 | $5,543-57.0% | $4,797-50.3% | $5,287-54.9% |
| Admin fee / account holder | $49,132 | $10,846+353.0% | $8,520+476.7% | $10,133+384.9% |