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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 | $69,226 | $72,071-3.9% | $68,368+1.3% | $137,256-49.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 5.86% | 353.14%-347.3pp | 292.57%-286.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $649 | $2,788-76.7% | $2,649-75.5% | $4,156-84.4% |
| Participant deferral / active EE | $870 | $4,410-80.3% | $4,123-78.9% | $6,407-86.4% |
| Admin fee / account holder | $45,328 | $5,336+749.5% | $5,150+780.2% | $12,270+269.4% |