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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 | $59,420 | $129,737-54.2% | $119,126-50.1% | $154,746-61.6% |
| Participation rate | 34.8% | 78.9%-44.1pp | 75.8%-41.0pp | 80.7%-45.9pp |
| Annual return | 6.16% | 379.08%-372.9pp | 282.11%-276.0pp | 172.34%-166.2pp |
| Employer contribution / active EE | $1,741 | $4,375-60.2% | $4,034-56.8% | $4,379-60.2% |
| Participant deferral / active EE | $4,418 | $5,842-24.4% | $5,318-16.9% | $6,730-34.4% |
| Admin fee / account holder | $63,716 | $11,961+432.7% | $10,693+495.8% | $14,365+343.5% |