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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 | $103,045 | $125,237-17.7% | $105,608-2.4% | $145,877-29.4% |
| Participation rate | 53.8% | 77.7%-23.8pp | 75.3%-21.4pp | 80.3%-26.5pp |
| Annual return | 4.38% | 225.76%-221.4pp | 116.50%-112.1pp | 551.28%-546.9pp |
| Employer contribution / active EE | $958 | $3,720-74.3% | $3,167-69.8% | $4,663-79.5% |
| Participant deferral / active EE | $2,944 | $5,711-48.5% | $5,010-41.2% | $6,691-56.0% |
| Admin fee / account holder | $99,439 | $17,287+475.2% | $11,028+801.7% | $13,402+642.0% |