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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 | $104,485 | $105,200-0.7% | $159,474-34.5% | $85,847+21.7% |
| Participation rate | 54.8% | 75.8%-20.9pp | 82.8%-28.0pp | 69.3%-14.5pp |
| Annual return | 10.77% | 45.08%-34.3pp | 263.68%-252.9pp | 318.61%-307.8pp |
| Employer contribution / active EE | $788 | $3,319-76.3% | $4,831-83.7% | $2,565-69.3% |
| Participant deferral / active EE | $3,474 | $5,946-41.6% | $7,353-52.8% | $3,952-12.1% |
| Admin fee / account holder | $18,346 | $6,934+164.6% | $10,802+69.8% | $6,261+193.0% |