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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 | $111,535-9.2% | $105,223-3.8% | $137,256-26.3% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 3.25% | 237.85%-234.6pp | 180.65%-177.4pp | 220.34%-217.1pp |
| Employer contribution / active EE | $1,208 | $3,939-69.3% | $3,689-67.3% | $4,156-70.9% |
| Participant deferral / active EE | $2,728 | $5,500-50.4% | $5,072-46.2% | $6,407-57.4% |
| Admin fee / account holder | $39,733 | $9,721+308.7% | $8,859+348.5% | $12,270+223.8% |