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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 | $10,671 | $108,882-90.2% | $96,754-89.0% | $154,746-93.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 0.80% | 98.39%-97.6pp | 82.04%-81.2pp | 172.34%-171.5pp |
| Employer contribution / active EE | $1,150 | $3,018-61.9% | $2,679-57.1% | $4,379-73.7% |
| Participant deferral / active EE | $6,613 | $5,323+24.2% | $4,758+39.0% | $6,730-1.7% |
| Admin fee / account holder | $47,141 | $10,200+362.2% | $8,905+429.4% | $14,365+228.2% |