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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 | $141,030 | $109,372+28.9% | $89,414+57.7% | $158,966-11.3% |
| Participation rate | 68.4% | 74.3%-5.9pp | 68.0%+0.4pp | 82.0%-13.5pp |
| Annual return | 1.94% | 345.55%-343.6pp | 245.50%-243.6pp | 302.95%-301.0pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,414 | $4,598-47.5% | $3,890-37.9% | $5,983-59.7% |
| Admin fee / account holder | $7,515 | $6,156+22.1% | $4,883+53.9% | $11,250-33.2% |