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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 | $73,683 | $169,161-56.4% | $129,295-43.0% | $145,959-49.5% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.1pp | 80.3%-51.7pp |
| Annual return | 4.48% | 14348.07%-14343.6pp | 9429.28%-9424.8pp | 561.95%-557.5pp |
| Employer contribution / active EE | $575 | $5,543-89.6% | $4,157-86.2% | $4,661-87.7% |
| Participant deferral / active EE | $2,534 | $4,989-49.2% | $4,169-39.2% | $6,689-62.1% |
| Admin fee / account holder | $76,304 | $9,878+672.5% | $7,665+895.4% | $13,398+469.5% |