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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 | $66,117 | $111,535-40.7% | $105,223-37.2% | $137,256-51.8% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 8.90% | 237.85%-229.0pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,053 | $3,939-73.3% | $3,689-71.4% | $4,156-74.7% |
| Participant deferral / active EE | $4,212 | $5,500-23.4% | $5,072-16.9% | $6,407-34.3% |
| Admin fee / account holder | $3,650 | $9,721-62.5% | $8,859-58.8% | $12,270-70.3% |