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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 | $78,424 | $78,4280% | $95,960-18.3% | $79,852-1.8% |
| Participation rate | 69.0% | 73.5%-4.5pp | 77.1%-8.1pp | 69.6%-0.7pp |
| Annual return | 5.90% | 19.37%-13.5pp | 91.63%-85.7pp | 31.72%-25.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,598 | $3,440-53.5% | $4,167-61.7% | $3,740-57.3% |
| Admin fee / account holder | $7,110 | $5,622+26.5% | $6,797+4.6% | $5,306+34.0% |