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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 | $86,993 | $99,031-12.2% | $86,597+0.5% | $147,585-41.1% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 7.85% | 1312.56%-1304.7pp | 964.96%-957.1pp | 578.57%-570.7pp |
| Employer contribution / active EE | $173 | $3,132-94.5% | $2,840-93.9% | $4,876-96.5% |
| Participant deferral / active EE | $1,803 | $3,972-54.6% | $3,609-50.0% | $5,439-66.9% |
| Admin fee / account holder | $21,394 | $5,711+274.6% | $4,906+336.1% | $10,885+96.5% |