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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 | $88,010 | $103,000-14.6% | $90,300-2.5% | $152,885-42.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 4.31% | 95.19%-90.9pp | 78.11%-73.8pp | 345.39%-341.1pp |
| Employer contribution / active EE | $453 | $3,138-85.6% | $2,854-84.1% | $4,763-90.5% |
| Participant deferral / active EE | $1,811 | $4,281-57.7% | $3,884-53.4% | $5,851-69.0% |
| Admin fee / account holder | $8,808 | $6,173+42.7% | $5,353+64.5% | $11,598-24.1% |