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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 | $77,752 | $129,737-40.1% | $119,126-34.7% | $154,746-49.8% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 6.30% | 379.08%-372.8pp | 282.11%-275.8pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,766 | $4,375-59.6% | $4,034-56.2% | $4,379-59.7% |
| Participant deferral / active EE | $3,441 | $5,842-41.1% | $5,318-35.3% | $6,730-48.9% |
| Admin fee / account holder | $137,456 | $11,961+1049.2% | $10,693+1185.4% | $14,365+856.9% |