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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 | $101,221 | $129,737-22.0% | $119,126-15.0% | $154,746-34.6% |
| Participation rate | 54.5% | 78.9%-24.3pp | 75.8%-21.2pp | 80.7%-26.2pp |
| Annual return | 3.25% | 379.08%-375.8pp | 282.11%-278.9pp | 172.34%-169.1pp |
| Employer contribution / active EE | $1,208 | $4,375-72.4% | $4,034-70.1% | $4,379-72.4% |
| Participant deferral / active EE | $2,728 | $5,842-53.3% | $5,318-48.7% | $6,730-59.5% |
| Admin fee / account holder | $39,733 | $11,961+232.2% | $10,693+271.6% | $14,365+176.6% |