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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 | $111,535-34.4% | $105,223-30.5% | $137,256-46.7% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 3.03% | 237.85%-234.8pp | 180.65%-177.6pp | 220.34%-217.3pp |
| Employer contribution / active EE | $1,165 | $3,939-70.4% | $3,689-68.4% | $4,156-72.0% |
| Participant deferral / active EE | $4,934 | $5,500-10.3% | $5,072-2.7% | $6,407-23.0% |
| Admin fee / account holder | $1,310 | $9,721-86.5% | $8,859-85.2% | $12,270-89.3% |