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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 | $73,174 | $129,737-43.6% | $119,126-38.6% | $154,746-52.7% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 3.03% | 379.08%-376.0pp | 282.11%-279.1pp | 172.34%-169.3pp |
| Employer contribution / active EE | $1,165 | $4,375-73.4% | $4,034-71.1% | $4,379-73.4% |
| Participant deferral / active EE | $4,934 | $5,842-15.5% | $5,318-7.2% | $6,730-26.7% |
| Admin fee / account holder | $1,310 | $11,961-89.1% | $10,693-87.8% | $14,365-90.9% |