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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 | $98,096 | $172,111-43.0% | $150,298-34.7% | $137,256-28.5% |
| Participation rate | 8.3% | 81.7%-73.4pp | 77.8%-69.4pp | 80.0%-71.6pp |
| Annual return | 3.65% | 69.37%-65.7pp | 62.79%-59.1pp | 220.34%-216.7pp |
| Employer contribution / active EE | $892 | $4,636-80.8% | $4,154-78.5% | $4,156-78.5% |
| Participant deferral / active EE | $3,361 | $6,166-45.5% | $5,453-38.4% | $6,407-47.5% |
| Admin fee / account holder | $88,910 | $16,471+439.8% | $14,116+529.9% | $12,270+624.6% |