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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 | $99,011-12.1% | $86,582+0.5% | $147,586-41.1% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 7.85% | 1312.75%-1304.9pp | 965.08%-957.2pp | 578.59%-570.7pp |
| Employer contribution / active EE | $173 | $3,132-94.5% | $2,839-93.9% | $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 | $5,709+274.8% | $4,904+336.3% | $10,886+96.5% |