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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 | $73,165 | $183,539-60.1% | $155,556-53.0% | $145,897-49.9% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 5.34% | 61.31%-56.0pp | 64.84%-59.5pp | 552.29%-547.0pp |
| Employer contribution / active EE | $3,106 | $5,315-41.6% | $4,675-33.6% | $4,663-33.4% |
| Participant deferral / active EE | $10,700 | $6,467+65.5% | $5,631+90.0% | $6,689+60.0% |
| Admin fee / account holder | $72,979 | $19,275+278.6% | $15,885+359.4% | $13,390+445.0% |