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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 | $99,995-22.4% | $85,063-8.8% | $145,978-46.9% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 6.01% | 83.99%-78.0pp | 66.54%-60.5pp | 550.52%-544.5pp |
| Employer contribution / active EE | $572 | $3,231-82.3% | $2,727-79.0% | $4,662-87.7% |
| Participant deferral / active EE | $3,945 | $5,295-25.5% | $4,523-12.8% | $6,690-41.0% |
| Admin fee / account holder | $121,887 | $7,255+1580.1% | $6,155+1880.3% | $13,400+809.6% |