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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 | $105,511 | $150,412-29.9% | $120,574-12.5% | $145,884-27.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 5.06% | 154.50%-149.4pp | 107.42%-102.4pp | 551.85%-546.8pp |
| Employer contribution / active EE | $17,333 | $4,355+298.0% | $3,471+399.4% | $4,662+271.8% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,000 | $12,224+104.5% | $9,445+164.7% | $13,392+86.7% |