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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 | $75,994 | $182,442-58.3% | $163,379-53.5% | $138,895-45.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 0.87% | 72.74%-71.9pp | 63.41%-62.5pp | 145.39%-144.5pp |
| Employer contribution / active EE | $640 | $4,159-84.6% | $3,752-82.9% | $4,194-84.7% |
| Participant deferral / active EE | $4,223 | $6,817-38.0% | $6,282-32.8% | $6,396-34.0% |
| Admin fee / account holder | $110,750 | $10,396+965.4% | $9,818+1028.0% | $12,562+781.6% |