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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 | $73,336 | $154,228-52.4% | $145,433-49.6% | $137,256-46.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 1.60% | 74.59%-73.0pp | 66.58%-65.0pp | 220.34%-218.7pp |
| Employer contribution / active EE | $904 | $4,804-81.2% | $4,554-80.2% | $4,156-78.3% |
| Participant deferral / active EE | $3,520 | $8,216-57.2% | $7,897-55.4% | $6,407-45.1% |
| Admin fee / account holder | $26,204 | $14,344+82.7% | $13,129+99.6% | $12,270+113.6% |