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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 | $93,837 | $175,259-46.5% | $149,723-37.3% | $139,487-32.7% |
| Participation rate | 47.4% | 83.4%-36.0pp | 78.8%-31.4pp | 80.3%-33.0pp |
| Annual return | 3.29% | 166.82%-163.5pp | 134.50%-131.2pp | 373.84%-370.6pp |
| Employer contribution / active EE | $3,058 | $5,478-44.2% | $4,821-36.6% | $4,755-35.7% |
| Participant deferral / active EE | $2,443 | $6,522-62.5% | $5,682-57.0% | $6,713-63.6% |
| Admin fee / account holder | $1,880 | $16,158-88.4% | $13,215-85.8% | $11,407-83.5% |