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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 | $73,022 | $110,093-33.7% | $97,295-24.9% | $145,897-49.9% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 4.89% | 244.76%-239.9pp | 75.62%-70.7pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,203 | $3,077-60.9% | $2,723-55.8% | $4,663-74.2% |
| Participant deferral / active EE | $2,060 | $4,678-56.0% | $4,264-51.7% | $6,689-69.2% |
| Admin fee / account holder | $175,650 | $6,212+2727.4% | $5,646+3010.8% | $13,390+1211.8% |