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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 | $77,569 | $100,073-22.5% | $85,126-8.9% | $145,877-46.8% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 6.01% | 84.11%-78.1pp | 66.63%-60.6pp | 551.28%-545.3pp |
| Employer contribution / active EE | $572 | $3,236-82.3% | $2,731-79.1% | $4,663-87.7% |
| Participant deferral / active EE | $3,945 | $5,294-25.5% | $4,523-12.8% | $6,691-41.0% |
| Admin fee / account holder | $121,887 | $7,261+1578.6% | $6,160+1878.6% | $13,402+809.5% |