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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 | $90,231 | $102,595-12.1% | $94,057-4.1% | $154,746-41.7% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 8.98% | 583.42%-574.4pp | 480.62%-471.6pp | 172.34%-163.4pp |
| Employer contribution / active EE | $869 | $3,147-72.4% | $2,933-70.4% | $4,379-80.2% |
| Participant deferral / active EE | $1,643 | $5,118-67.9% | $4,709-65.1% | $6,730-75.6% |
| Admin fee / account holder | $95,060 | $7,736+1128.8% | $7,244+1212.2% | $14,365+561.7% |