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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 | $134,817-45.7% | $123,973-41.0% | $155,188-52.8% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 3.03% | 515.49%-512.5pp | 388.13%-385.1pp | 148.84%-145.8pp |
| Employer contribution / active EE | $1,165 | $4,425-73.7% | $4,126-71.8% | $4,248-72.6% |
| Participant deferral / active EE | $4,934 | $5,706-13.5% | $5,247-6.0% | $6,531-24.5% |
| Admin fee / account holder | $1,310 | $13,245-90.1% | $11,799-88.9% | $14,480-91.0% |