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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 | $118,100 | $215,361-45.2% | $171,082-31.0% | $273,972-56.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 1.51% | 25.14%-23.6pp | 32.56%-31.1pp | 41.46%-39.9pp |
| Employer contribution / active EE | $625 | $4,967-87.4% | $4,002-84.4% | $4,869-87.2% |
| Participant deferral / active EE | $3,247 | $5,543-41.4% | $4,797-32.3% | $5,287-38.6% |
| Admin fee / account holder | $122,050 | $10,846+1025.3% | $8,520+1332.6% | $10,133+1104.5% |