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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 | $76,776 | $100,970-24.0% | $96,576-20.5% | $137,256-44.1% |
| Participation rate | 31.6% | 82.6%-51.0pp | 81.4%-49.9pp | 80.0%-48.4pp |
| Annual return | 10.16% | 38.16%-28.0pp | 38.47%-28.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $780 | $3,809-79.5% | $3,553-78.0% | $4,156-81.2% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $34,982 | $11,312+209.3% | $11,381+207.4% | $12,270+185.1% |