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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 | $100,614 | $100,911-0.3% | $90,440+11.2% | $158,966-36.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -0.59% | 1726.62%-1727.2pp | 1294.38%-1295.0pp | 302.95%-303.5pp |
| Employer contribution / active EE | $3,474 | $3,690-5.9% | $3,263+6.5% | $4,762-27.1% |
| Participant deferral / active EE | $9,750 | $4,348+124.2% | $3,964+146.0% | $5,983+63.0% |
| Admin fee / account holder | $719 | $6,507-89.0% | $5,615-87.2% | $11,250-93.6% |