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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 | $104,070 | $110,801-6.1% | $86,615+20.2% | $167,536-37.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 3.37% | 116.96%-113.6pp | 63.51%-60.1pp | 478.82%-475.4pp |
| Employer contribution / active EE | $351 | $3,245-89.2% | $2,496-86.0% | $4,839-92.8% |
| Participant deferral / active EE | $1,608 | $4,547-64.6% | $3,699-56.5% | $6,342-74.7% |
| Admin fee / account holder | $13,281 | $8,417+57.8% | $5,830+127.8% | $12,315+7.9% |