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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 | $69,295 | $115,814-40.2% | $101,275-31.6% | $158,982-56.4% |
| Participation rate | 30.4% | 79.4%-48.9pp | 75.8%-45.4pp | 82.0%-51.5pp |
| Annual return | 4.45% | 56.16%-51.7pp | 46.48%-42.0pp | 302.99%-298.5pp |
| Employer contribution / active EE | $908 | $4,176-78.2% | $3,660-75.2% | $4,763-80.9% |
| Participant deferral / active EE | $2,630 | $4,958-47.0% | $4,371-39.8% | $5,983-56.0% |
| Admin fee / account holder | $183,344 | $7,249+2429.3% | $5,948+2982.5% | $11,252+1529.5% |