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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 | $100,221 | $106,905-6.3% | $84,020+19.3% | $152,885-34.4% |
| Participation rate | 11.1% | 75.2%-64.1pp | 69.0%-57.9pp | 82.5%-71.3pp |
| Annual return | 3.04% | 105.00%-102.0pp | 71.31%-68.3pp | 345.39%-342.4pp |
| Employer contribution / active EE | $451 | $2,735-83.5% | $1,984-77.3% | $4,763-90.5% |
| Participant deferral / active EE | $1,644 | $4,012-59.0% | $3,239-49.2% | $5,851-71.9% |
| Admin fee / account holder | $16,353 | $8,287+97.3% | $6,101+168.0% | $11,598+41.0% |