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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 | $87,772 | $172,111-49.0% | $150,298-41.6% | $137,256-36.1% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 10.64% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $880 | $4,636-81.0% | $4,154-78.8% | $4,156-78.8% |
| Participant deferral / active EE | $2,800 | $6,166-54.6% | $5,453-48.6% | $6,407-56.3% |
| Admin fee / account holder | $136,939 | $16,471+731.4% | $14,116+870.1% | $12,270+1016.0% |