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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 | $71,955 | $157,296-54.3% | $141,191-49.0% | $152,897-52.9% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 10.82% | 64.34%-53.5pp | 71.41%-60.6pp | 345.43%-334.6pp |
| Employer contribution / active EE | $1,949 | $5,262-63.0% | $4,736-58.9% | $4,764-59.1% |
| Participant deferral / active EE | $2,518 | $7,111-64.6% | $6,710-62.5% | $5,851-57.0% |
| Admin fee / account holder | $63,822 | $12,125+426.4% | $10,264+521.8% | $11,599+450.2% |