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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 | $128,220 | $102,595+25.0% | $94,057+36.3% | $154,746-17.1% |
| Participation rate | 10.0% | 76.0%-66.0pp | 73.3%-63.3pp | 80.7%-70.7pp |
| Annual return | 2.39% | 583.42%-581.0pp | 480.62%-478.2pp | 172.34%-169.9pp |
| Employer contribution / active EE | $432 | $3,147-86.3% | $2,933-85.3% | $4,379-90.1% |
| Participant deferral / active EE | $1,080 | $5,118-78.9% | $4,709-77.1% | $6,730-83.9% |
| Admin fee / account holder | $2,284 | $7,736-70.5% | $7,244-68.5% | $14,365-84.1% |