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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 | $89,158 | $165,361-46.1% | $149,715-40.4% | $158,950-43.9% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 5.73% | 348.24%-342.5pp | 276.66%-270.9pp | 302.91%-297.2pp |
| Employer contribution / active EE | $1,165 | $5,103-77.2% | $4,645-74.9% | $4,762-75.5% |
| Participant deferral / active EE | $5,662 | $7,182-21.2% | $6,842-17.2% | $5,983-5.4% |
| Admin fee / account holder | $1,460 | $10,808-86.5% | $9,310-84.3% | $11,248-87.0% |