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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 | $151,311 | $171,492-11.8% | $150,734+0.4% | $198,609-23.8% |
| Participation rate | 42.9% | 81.4%-38.6pp | 78.4%-35.6pp | 82.4%-39.5pp |
| Annual return | 2.42% | 804.70%-802.3pp | 600.81%-598.4pp | 202.70%-200.3pp |
| Employer contribution / active EE | $2,053 | $5,470-62.5% | $4,918-58.3% | $5,055-59.4% |
| Participant deferral / active EE | $8,857 | $6,259+41.5% | $5,610+57.9% | $6,977+27.0% |
| Admin fee / account holder | $2,323 | $17,628-86.8% | $14,905-84.4% | $19,030-87.8% |