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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 | $72,736 | $92,798-21.6% | $96,707-24.8% | $137,256-47.0% |
| Participation rate | 33.3% | 81.6%-48.3pp | 80.4%-47.0pp | 80.0%-46.6pp |
| Annual return | 0.77% | 31.24%-30.5pp | 34.78%-34.0pp | 220.34%-219.6pp |
| Employer contribution / active EE | $1,611 | $4,147-61.2% | $4,191-61.6% | $4,156-61.2% |
| Participant deferral / active EE | $6,341 | $5,877+7.9% | $5,997+5.7% | $6,407-1.0% |
| Admin fee / account holder | $125,345 | $7,946+1477.5% | $7,503+1570.6% | $12,270+921.5% |