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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 | $68,138 | $162,529-58.1% | $130,788-47.9% | $154,746-56.0% |
| Participation rate | 44.4% | 75.9%-31.4pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 5.62% | 510.48%-504.9pp | 386.44%-380.8pp | 172.34%-166.7pp |
| Employer contribution / active EE | $958 | $4,447-78.5% | $3,558-73.1% | $4,379-78.1% |
| Participant deferral / active EE | $1,393 | $4,808-71.0% | $4,137-66.3% | $6,730-79.3% |
| Admin fee / account holder | $88,213 | $7,669+1050.2% | $6,673+1222.0% | $14,365+514.1% |