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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 | $79,088 | $95,580-17.3% | $76,872+2.9% | $139,466-43.3% |
| Participation rate | 55.6% | 74.0%-18.4pp | 69.6%-14.0pp | 80.3%-24.8pp |
| Annual return | 0.29% | 55.00%-54.7pp | 37.90%-37.6pp | 373.66%-373.4pp |
| Employer contribution / active EE | $367 | $3,145-88.3% | $2,533-85.5% | $4,754-92.3% |
| Participant deferral / active EE | $2,232 | $4,623-51.7% | $3,832-41.8% | $6,712-66.8% |
| Admin fee / account holder | $20,488 | $8,302+146.8% | $5,476+274.1% | $11,409+79.6% |