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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 | $11,402 | $111,535-89.8% | $105,223-89.2% | $137,256-91.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 5.08% | 237.85%-232.8pp | 180.65%-175.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,831 | $3,939-53.5% | $3,689-50.4% | $4,156-56.0% |
| Participant deferral / active EE | $2,288 | $5,500-58.4% | $5,072-54.9% | $6,407-64.3% |
| Admin fee / account holder | $142,589 | $9,721+1366.7% | $8,859+1509.6% | $12,270+1062.1% |