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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 | $64,539 | $157,304-59.0% | $141,197-54.3% | $152,909-57.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 12.09% | 64.34%-52.3pp | 71.41%-59.3pp | 345.46%-333.4pp |
| Employer contribution / active EE | $2,185 | $5,263-58.5% | $4,736-53.9% | $4,764-54.1% |
| Participant deferral / active EE | $4,292 | $7,111-39.6% | $6,710-36.0% | $5,851-26.7% |
| Admin fee / account holder | $47,821 | $12,126+294.4% | $10,265+365.9% | $11,601+312.2% |