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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 | $99,885 | $109,967-9.2% | $97,197+2.8% | $145,877-31.5% |
| Participation rate | 30.0% | 76.0%-46.0pp | 72.7%-42.7pp | 80.3%-50.3pp |
| Annual return | 7.22% | 244.27%-237.0pp | 75.47%-68.2pp | 551.28%-544.1pp |
| Employer contribution / active EE | $513 | $3,077-83.3% | $2,723-81.2% | $4,663-89.0% |
| Participant deferral / active EE | $1,613 | $4,676-65.5% | $4,263-62.2% | $6,691-75.9% |
| Admin fee / account holder | $24,326 | $6,199+292.4% | $5,637+331.5% | $13,402+81.5% |