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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 | $125,731 | $165,361-24.0% | $149,715-16.0% | $158,950-20.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 4.15% | 348.24%-344.1pp | 276.66%-272.5pp | 302.91%-298.8pp |
| Employer contribution / active EE | $1,903 | $5,103-62.7% | $4,645-59.0% | $4,762-60.0% |
| Participant deferral / active EE | $9,100 | $7,182+26.7% | $6,842+33.0% | $5,983+52.1% |
| Admin fee / account holder | $1,448 | $10,808-86.6% | $9,310-84.5% | $11,248-87.1% |