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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 | $125,778-77.3% | $114,563-75.0% | $154,746-81.5% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.9%-45.6pp | 80.7%-53.4pp |
| Annual return | 4.33% | 295.14%-290.8pp | 241.09%-236.8pp | 172.34%-168.0pp |
| Employer contribution / active EE | $2,618 | $2,806-6.7% | $2,592+1.0% | $4,379-40.2% |
| Participant deferral / active EE | $6,365 | $4,445+43.2% | $4,142+53.7% | $6,730-5.4% |
| Admin fee / account holder | $173,130 | $8,190+2013.8% | $7,623+2171.1% | $14,365+1105.2% |