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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 | $96,525 | $125,190-22.9% | $105,624-8.6% | $145,897-33.8% |
| Participation rate | 46.7% | 77.6%-31.0pp | 75.3%-28.6pp | 80.3%-33.6pp |
| Annual return | 0.04% | 225.22%-225.2pp | 116.20%-116.2pp | 552.29%-552.2pp |
| Employer contribution / active EE | $906 | $3,720-75.6% | $3,168-71.4% | $4,663-80.6% |
| Participant deferral / active EE | $1,831 | $5,716-68.0% | $5,013-63.5% | $6,689-72.6% |
| Admin fee / account holder | $547 | $17,138-96.8% | $10,961-95.0% | $13,390-95.9% |