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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 | $85,745 | $72,071+19.0% | $68,368+25.4% | $137,256-37.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 7.68% | 353.14%-345.5pp | 292.57%-284.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $454 | $2,788-83.7% | $2,649-82.9% | $4,156-89.1% |
| Participant deferral / active EE | $606 | $4,410-86.2% | $4,123-85.3% | $6,407-90.5% |
| Admin fee / account holder | $118,980 | $5,336+2129.9% | $5,150+2210.4% | $12,270+869.7% |