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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 | $65,746 | $162,529-59.5% | $130,788-49.7% | $154,746-57.5% |
| Participation rate | 22.7% | 75.9%-53.1pp | 70.1%-47.4pp | 80.7%-58.0pp |
| Annual return | 6.57% | 510.48%-503.9pp | 386.44%-379.9pp | 172.34%-165.8pp |
| Employer contribution / active EE | $415 | $4,447-90.7% | $3,558-88.3% | $4,379-90.5% |
| Participant deferral / active EE | $1,317 | $4,808-72.6% | $4,137-68.2% | $6,730-80.4% |
| Admin fee / account holder | $16,676 | $7,669+117.4% | $6,673+149.9% | $14,365+16.1% |