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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 | $123,712 | $144,130-14.2% | $117,861+5.0% | $147,586-16.2% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 4.06% | 531.20%-527.1pp | 335.11%-331.0pp | 578.59%-574.5pp |
| Employer contribution / active EE | $1,120 | $4,897-77.1% | $3,786-70.4% | $4,876-77.0% |
| Participant deferral / active EE | $1,864 | $5,316-64.9% | $4,482-58.4% | $5,439-65.7% |
| Admin fee / account holder | $856 | $10,887-92.1% | $8,021-89.3% | $10,886-92.1% |