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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 | $134,817-42.3% | $123,973-37.3% | $155,188-49.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 6.30% | 515.49%-509.2pp | 388.13%-381.8pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,766 | $4,425-60.1% | $4,126-57.2% | $4,248-58.4% |
| Participant deferral / active EE | $3,441 | $5,706-39.7% | $5,247-34.4% | $6,531-47.3% |
| Admin fee / account holder | $137,456 | $13,245+937.8% | $11,799+1065.0% | $14,480+849.3% |