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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 | $73,004 | $111,785-34.7% | $93,669-22.1% | $145,877-50.0% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.8pp |
| Annual return | 4.25% | 203.79%-199.5pp | 133.59%-129.3pp | 551.28%-547.0pp |
| Employer contribution / active EE | $1,017 | $3,096-67.2% | $2,424-58.1% | $4,663-78.2% |
| Participant deferral / active EE | $1,227 | $4,919-75.1% | $4,416-72.2% | $6,691-81.7% |
| Admin fee / account holder | $891 | $10,256-91.3% | $8,291-89.3% | $13,402-93.4% |