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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 | $113,513 | $114,119-0.5% | $107,187+5.9% | $138,895-18.3% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 79.9%-38.3pp |
| Annual return | 4.13% | 273.21%-269.1pp | 204.55%-200.4pp | 145.39%-141.3pp |
| Employer contribution / active EE | $1,370 | $4,059-66.2% | $3,782-63.8% | $4,194-67.3% |
| Participant deferral / active EE | $2,249 | $5,538-59.4% | $5,096-55.9% | $6,396-64.8% |
| Admin fee / account holder | $8,700 | $10,024-13.2% | $9,162-5.0% | $12,562-30.7% |