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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 | $75,798 | $106,247-28.7% | $96,515-21.5% | $139,466-45.7% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.3%-39.1pp | 80.3%-45.0pp |
| Annual return | 5.69% | 38.47%-32.8pp | 35.73%-30.0pp | 373.66%-368.0pp |
| Employer contribution / active EE | $1,401 | $4,106-65.9% | $3,740-62.5% | $4,754-70.5% |
| Participant deferral / active EE | $2,416 | $5,456-55.7% | $4,880-50.5% | $6,712-64.0% |
| Admin fee / account holder | $121,099 | $7,885+1435.8% | $6,735+1697.9% | $11,409+961.5% |