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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 | $71,689 | $114,013-37.1% | $103,693-30.9% | $155,188-53.8% |
| Participation rate | 18.8% | 75.2%-56.4pp | 72.6%-53.9pp | 80.8%-62.1pp |
| Annual return | 4.52% | 49.31%-44.8pp | 47.61%-43.1pp | 148.84%-144.3pp |
| Employer contribution / active EE | $882 | $3,131-71.8% | $2,920-69.8% | $4,248-79.2% |
| Participant deferral / active EE | $4,321 | $4,970-13.1% | $4,579-5.6% | $6,531-33.8% |
| Admin fee / account holder | $23,363 | $8,407+177.9% | $7,858+197.3% | $14,480+61.3% |