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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 | $104,271 | $111,535-6.5% | $105,223-0.9% | $137,256-24.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 7.81% | 237.85%-230.0pp | 180.65%-172.8pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,200 | $3,939-69.5% | $3,689-67.5% | $4,156-71.1% |
| Participant deferral / active EE | $3,000 | $5,500-45.5% | $5,072-40.8% | $6,407-53.2% |
| Admin fee / account holder | $64,198 | $9,721+560.4% | $8,859+624.7% | $12,270+423.2% |