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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 | $150,346-29.8% | $120,524-12.5% | $145,877-27.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 5.06% | 154.40%-149.3pp | 107.36%-102.3pp | 551.28%-546.2pp |
| Employer contribution / active EE | $17,333 | $4,353+298.2% | $3,469+399.7% | $4,663+271.7% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $25,000 | $12,215+104.7% | $9,440+164.8% | $13,402+86.5% |