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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 | $70,290 | $157,304-55.3% | $141,197-50.2% | $152,909-54.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 11.02% | 64.34%-53.3pp | 71.41%-60.4pp | 345.46%-334.4pp |
| Employer contribution / active EE | $1,582 | $5,263-69.9% | $4,736-66.6% | $4,764-66.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $876 | $12,126-92.8% | $10,265-91.5% | $11,601-92.4% |