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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 | $98,546 | $149,040-33.9% | $120,225-18.0% | $137,256-28.2% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 4.51% | 605.68%-601.2pp | 439.23%-434.7pp | 220.34%-215.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,290 | $4,655-7.8% | $3,999+7.3% | $6,407-33.0% |
| Admin fee / account holder | $6,708 | $6,348+5.7% | $5,696+17.8% | $12,270-45.3% |