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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 | $73,889 | $100,139-26.2% | $85,187-13.3% | $145,884-49.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 4.37% | 84.15%-79.8pp | 66.67%-62.3pp | 551.85%-547.5pp |
| Employer contribution / active EE | $727 | $3,238-77.5% | $2,732-73.4% | $4,662-84.4% |
| Participant deferral / active EE | $2,565 | $5,296-51.6% | $4,525-43.3% | $6,690-61.7% |
| Admin fee / account holder | $48,966 | $7,262+574.3% | $6,162+694.7% | $13,392+265.6% |