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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 | $103,094 | $132,099-22.0% | $115,599-10.8% | $138,895-25.8% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.3%-29.3pp | 79.9%-34.9pp |
| Annual return | 8.59% | 176.76%-168.2pp | 111.10%-102.5pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,267 | $3,416-62.9% | $2,955-57.1% | $4,194-69.8% |
| Participant deferral / active EE | $2,576 | $5,617-54.1% | $4,889-47.3% | $6,396-59.7% |
| Admin fee / account holder | $456 | $15,650-97.1% | $12,841-96.5% | $12,562-96.4% |