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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 | $129,737-19.6% | $119,126-12.5% | $154,746-32.6% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 7.81% | 379.08%-371.3pp | 282.11%-274.3pp | 172.34%-164.5pp |
| Employer contribution / active EE | $1,200 | $4,375-72.6% | $4,034-70.2% | $4,379-72.6% |
| Participant deferral / active EE | $3,000 | $5,842-48.6% | $5,318-43.6% | $6,730-55.4% |
| Admin fee / account holder | $64,198 | $11,961+436.7% | $10,693+500.4% | $14,365+346.9% |