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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 | $69,934 | $144,130-51.5% | $117,861-40.7% | $147,586-52.6% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 4.35% | 531.20%-526.8pp | 335.11%-330.8pp | 578.59%-574.2pp |
| Employer contribution / active EE | $1,436 | $4,897-70.7% | $3,786-62.1% | $4,876-70.6% |
| Participant deferral / active EE | $1,758 | $5,316-66.9% | $4,482-60.8% | $5,439-67.7% |
| Admin fee / account holder | $24,500 | $10,887+125.0% | $8,021+205.5% | $10,886+125.1% |