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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 | $77,161 | $81,208-5.0% | $98,916-22.0% | $79,858-3.4% |
| Participation rate | 45.7% | 72.5%-26.9pp | 76.0%-30.4pp | 69.6%-24.0pp |
| Annual return | 4.61% | 60.99%-56.4pp | 196.45%-191.8pp | 31.72%-27.1pp |
| Employer contribution / active EE | $930 | $1,960-52.5% | $2,689-65.4% | $2,471-62.3% |
| Participant deferral / active EE | $1,717 | $3,265-47.4% | $4,245-59.5% | $3,740-54.1% |
| Admin fee / account holder | $19,694 | $6,013+227.5% | $6,642+196.5% | $5,306+271.2% |