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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 | $28,610 | $126,113-77.3% | $116,096-75.4% | $155,188-81.6% |
| Participation rate | 27.3% | 75.1%-47.9pp | 73.3%-46.0pp | 80.8%-53.5pp |
| Annual return | 4.33% | 391.72%-387.4pp | 326.25%-321.9pp | 148.84%-144.5pp |
| Employer contribution / active EE | $2,618 | $2,672-2.0% | $2,503+4.6% | $4,248-38.4% |
| Participant deferral / active EE | $6,365 | $4,162+52.9% | $3,952+61.1% | $6,531-2.6% |
| Admin fee / account holder | $173,130 | $8,045+2052.0% | $7,704+2147.3% | $14,480+1095.7% |