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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 | $123,135 | $106,247+15.9% | $96,515+27.6% | $139,466-11.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 0.90% | 38.47%-37.6pp | 35.73%-34.8pp | 373.66%-372.8pp |
| Employer contribution / active EE | $5,711 | $4,106+39.1% | $3,740+52.7% | $4,754+20.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $531 | $7,885-93.3% | $6,735-92.1% | $11,409-95.3% |