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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 | $96,745 | $106,247-8.9% | $96,515+0.2% | $139,466-30.6% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | -0.07% | 38.47%-38.5pp | 35.73%-35.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,990 | $4,106-51.5% | $3,740-46.8% | $4,754-58.2% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $897 | $7,885-88.6% | $6,735-86.7% | $11,409-92.1% |