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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 | $100,391 | $118,877-15.6% | $96,570+4.0% | $167,536-40.1% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.8%-39.8pp | 82.1%-52.1pp |
| Annual return | 7.74% | 50.50%-42.8pp | 37.79%-30.1pp | 478.82%-471.1pp |
| Employer contribution / active EE | $688 | $3,121-77.9% | $2,357-70.8% | $4,839-85.8% |
| Participant deferral / active EE | $1,721 | $4,617-62.7% | $3,849-55.3% | $6,342-72.9% |
| Admin fee / account holder | $250,195 | $8,069+3000.7% | $6,182+3946.9% | $12,315+1931.7% |