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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 | $114,119-90.0% | $107,187-89.4% | $138,895-91.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 5.08% | 273.21%-268.1pp | 204.55%-199.5pp | 145.39%-140.3pp |
| Employer contribution / active EE | $1,831 | $4,059-54.9% | $3,782-51.6% | $4,194-56.4% |
| Participant deferral / active EE | $2,288 | $5,538-58.7% | $5,096-55.1% | $6,396-64.2% |
| Admin fee / account holder | $142,589 | $10,024+1322.5% | $9,162+1456.3% | $12,562+1035.1% |