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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 | $93,641 | $124,351-24.7% | $109,188-14.2% | $167,553-44.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 3.50% | 26.04%-22.5pp | 25.76%-22.3pp | 478.89%-475.4pp |
| Employer contribution / active EE | $7,000 | $4,210+66.3% | $3,723+88.0% | $4,840+44.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $883 | $7,975-88.9% | $6,755-86.9% | $12,316-92.8% |