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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 | $121,179 | $228,352-46.9% | $185,835-34.8% | $158,966-23.8% |
| Participation rate | 42.9% | 82.3%-39.5pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | 3.48% | 40.81%-37.3pp | 35.96%-32.5pp | 302.95%-299.5pp |
| Employer contribution / active EE | $1,102 | $4,967-77.8% | $4,087-73.0% | $4,762-76.9% |
| Participant deferral / active EE | $4,060 | $6,416-36.7% | $5,633-27.9% | $5,983-32.1% |
| Admin fee / account holder | $464 | $11,867-96.1% | $9,502-95.1% | $11,250-95.9% |