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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 | $73,980 | $112,935-34.5% | $90,970-18.7% | $158,966-53.5% |
| Participation rate | 52.6% | 74.7%-22.1pp | 69.0%-16.4pp | 82.0%-29.3pp |
| Annual return | 3.44% | 215.79%-212.3pp | 134.58%-131.1pp | 302.95%-299.5pp |
| Employer contribution / active EE | $767 | $2,895-73.5% | $2,122-63.9% | $4,762-83.9% |
| Participant deferral / active EE | $1,487 | $4,129-64.0% | $3,373-55.9% | $5,983-75.1% |
| Admin fee / account holder | $118,439 | $8,045+1372.1% | $5,960+1887.2% | $11,250+952.8% |