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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 | $174,379-43.7% | $152,093-35.5% | $138,895-29.4% |
| Participation rate | 8.3% | 81.6%-73.3pp | 77.8%-69.4pp | 79.9%-71.6pp |
| Annual return | 3.65% | 74.86%-71.2pp | 66.36%-62.7pp | 145.39%-141.7pp |
| Employer contribution / active EE | $892 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $3,361 | $6,159-45.4% | $5,451-38.4% | $6,396-47.5% |
| Admin fee / account holder | $88,910 | $16,880+426.7% | $14,497+513.3% | $12,562+607.8% |