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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 | $76,452 | $225,673-66.1% | $203,872-62.5% | $155,188-50.7% |
| Participation rate | 69.2% | 80.3%-11.1pp | 77.8%-8.6pp | 80.8%-11.6pp |
| Annual return | 4.40% | 95.91%-91.5pp | 85.11%-80.7pp | 148.84%-144.4pp |
| Employer contribution / active EE | $2,080 | $4,099-49.2% | $3,757-44.6% | $4,248-51.0% |
| Participant deferral / active EE | $5,505 | $6,893-20.1% | $6,388-13.8% | $6,531-15.7% |
| Admin fee / account holder | $81,918 | $12,327+564.5% | $11,730+598.3% | $14,480+465.7% |