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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 | $103,018 | $96,691+6.5% | $86,656+18.9% | $139,487-26.1% |
| Participation rate | 52.4% | 74.4%-22.0pp | 71.7%-19.3pp | 80.3%-28.0pp |
| Annual return | 6.00% | 106.87%-100.9pp | 593.09%-587.1pp | 373.84%-367.8pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,813 | $4,838-41.9% | $4,439-36.6% | $6,713-58.1% |
| Admin fee / account holder | $30,292 | $6,414+372.3% | $5,619+439.1% | $11,407+165.5% |