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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 | $99,291 | $196,972-49.6% | $182,262-45.5% | $198,609-50.0% |
| Participation rate | 40.0% | 85.7%-45.7pp | 84.2%-44.2pp | 82.4%-42.4pp |
| Annual return | 3.84% | 158.27%-154.4pp | 140.60%-136.8pp | 202.70%-198.9pp |
| Employer contribution / active EE | $1,494 | $5,364-72.1% | $5,046-70.4% | $5,055-70.4% |
| Participant deferral / active EE | $6,404 | $8,643-25.9% | $8,276-22.6% | $6,977-8.2% |
| Admin fee / account holder | $574 | $18,429-96.9% | $16,712-96.6% | $19,030-97.0% |