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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 | $80,489 | $106,267-24.3% | $96,520-16.6% | $139,456-42.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.11% | 38.45%-28.3pp | 35.72%-25.6pp | 373.45%-363.3pp |
| Employer contribution / active EE | $1,584 | $4,105-61.4% | $3,739-57.6% | $4,753-66.7% |
| Participant deferral / active EE | $4,677 | $5,454-14.3% | $4,879-4.1% | $6,711-30.3% |
| Admin fee / account holder | $193,930 | $7,882+2360.3% | $6,733+2780.2% | $11,407+1600.1% |