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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 | $81,759 | $182,442-55.2% | $163,379-50.0% | $138,895-41.1% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.8%-48.3pp | 79.9%-51.3pp |
| Annual return | 8.91% | 72.74%-63.8pp | 63.41%-54.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,907 | $6,817-13.3% | $6,282-6.0% | $6,396-7.6% |
| Admin fee / account holder | $333,476 | $10,396+3107.9% | $9,818+3296.6% | $12,562+2554.6% |