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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 | $92,548 | $114,013-18.8% | $103,693-10.7% | $155,188-40.4% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 80.8%-68.3pp |
| Annual return | 3.22% | 49.31%-46.1pp | 47.61%-44.4pp | 148.84%-145.6pp |
| Employer contribution / active EE | $201 | $3,131-93.6% | $2,920-93.1% | $4,248-95.3% |
| Participant deferral / active EE | $1,754 | $4,970-64.7% | $4,579-61.7% | $6,531-73.1% |
| Admin fee / account holder | $996 | $8,407-88.2% | $7,858-87.3% | $14,480-93.1% |