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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 | $151,212 | $172,111-12.1% | $150,298+0.6% | $137,256+10.2% |
| Participation rate | 26.7% | 81.7%-55.0pp | 77.8%-51.1pp | 80.0%-53.3pp |
| Annual return | 1.51% | 69.37%-67.9pp | 62.79%-61.3pp | 220.34%-218.8pp |
| Employer contribution / active EE | $1,152 | $4,636-75.2% | $4,154-72.3% | $4,156-72.3% |
| Participant deferral / active EE | $2,438 | $6,166-60.5% | $5,453-55.3% | $6,407-61.9% |
| Admin fee / account holder | $1,061 | $16,471-93.6% | $14,116-92.5% | $12,270-91.4% |