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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 | $93,350 | $124,351-24.9% | $109,188-14.5% | $167,553-44.3% |
| Participation rate | 28.6% | 79.4%-50.9pp | 75.9%-47.3pp | 82.1%-53.5pp |
| Annual return | 6.47% | 26.04%-19.6pp | 25.76%-19.3pp | 478.89%-472.4pp |
| Employer contribution / active EE | $886 | $4,210-78.9% | $3,723-76.2% | $4,840-81.7% |
| Participant deferral / active EE | $5,203 | $5,257-1.0% | $4,654+11.8% | $6,343-18.0% |
| Admin fee / account holder | $99,677 | $7,975+1149.9% | $6,755+1375.5% | $12,316+709.3% |