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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 | $92,067 | $111,787-17.6% | $93,681-1.7% | $145,978-36.9% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 7.12% | 203.52%-196.4pp | 133.47%-126.4pp | 550.52%-543.4pp |
| Employer contribution / active EE | $626 | $3,093-79.8% | $2,422-74.1% | $4,662-86.6% |
| Participant deferral / active EE | $4,032 | $4,918-18.0% | $4,415-8.7% | $6,690-39.7% |
| Admin fee / account holder | $202,003 | $10,256+1869.6% | $8,290+2336.7% | $13,400+1407.5% |