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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 | $74,586 | $165,399-54.9% | $149,745-50.2% | $158,982-53.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 4.12% | 348.34%-344.2pp | 276.72%-272.6pp | 302.99%-298.9pp |
| Employer contribution / active EE | $1,177 | $5,105-76.9% | $4,646-74.7% | $4,763-75.3% |
| Participant deferral / active EE | $2,600 | $7,183-63.8% | $6,843-62.0% | $5,983-56.5% |
| Admin fee / account holder | $16,895 | $10,811+56.3% | $9,312+81.4% | $11,252+50.2% |