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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 | $55,916 | $112,099-50.1% | $95,954-41.7% | $158,931-64.8% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 3.71% | 171.12%-167.4pp | 91.62%-87.9pp | 302.86%-299.1pp |
| Employer contribution / active EE | $1,355 | $3,198-57.6% | $2,541-46.7% | $4,761-71.5% |
| Participant deferral / active EE | $3,694 | $4,784-22.8% | $4,167-11.4% | $5,982-38.3% |
| Admin fee / account holder | $27,620 | $10,132+172.6% | $6,796+306.4% | $11,247+145.6% |