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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 | $96,993 | $112,935-14.1% | $90,970+6.6% | $158,966-39.0% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 0.55% | 215.79%-215.2pp | 134.58%-134.0pp | 302.95%-302.4pp |
| Employer contribution / active EE | $1,416 | $2,895-51.1% | $2,122-33.3% | $4,762-70.3% |
| Participant deferral / active EE | $3,031 | $4,129-26.6% | $3,373-10.1% | $5,983-49.3% |
| Admin fee / account holder | $12,120 | $8,045+50.7% | $5,960+103.4% | $11,250+7.7% |