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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 | $108,272 | $106,923+1.3% | $84,023+28.9% | $152,909-29.2% |
| Participation rate | 43.8% | 75.3%-31.5pp | 69.0%-25.3pp | 82.5%-38.7pp |
| Annual return | 1.27% | 105.02%-103.8pp | 71.32%-70.1pp | 345.46%-344.2pp |
| Employer contribution / active EE | $1,570 | $2,735-42.6% | $1,984-20.9% | $4,764-67.0% |
| Participant deferral / active EE | $1,660 | $4,013-58.6% | $3,239-48.8% | $5,851-71.6% |
| Admin fee / account holder | $8,746 | $8,289+5.5% | $6,102+43.3% | $11,601-24.6% |