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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 | $208,088-63.5% | $186,193-59.2% | $154,746-50.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 0.87% | 89.97%-89.1pp | 78.03%-77.2pp | 172.34%-171.5pp |
| Employer contribution / active EE | $640 | $4,340-85.3% | $3,918-83.7% | $4,379-85.4% |
| Participant deferral / active EE | $4,223 | $7,078-40.3% | $6,513-35.2% | $6,730-37.2% |
| Admin fee / account holder | $110,750 | $11,698+846.7% | $11,058+901.5% | $14,365+671.0% |