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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 | $73,580 | $115,814-36.5% | $101,275-27.3% | $158,982-53.7% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 1.65% | 56.16%-54.5pp | 46.48%-44.8pp | 302.99%-301.3pp |
| Employer contribution / active EE | $827 | $4,176-80.2% | $3,660-77.4% | $4,763-82.6% |
| Participant deferral / active EE | $2,059 | $4,958-58.5% | $4,371-52.9% | $5,983-65.6% |
| Admin fee / account holder | $1,630 | $7,249-77.5% | $5,948-72.6% | $11,252-85.5% |