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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 | $98,983 | $111,535-11.3% | $105,223-5.9% | $137,256-27.9% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 11.50% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,098 | $3,939-72.1% | $3,689-70.2% | $4,156-73.6% |
| Participant deferral / active EE | $2,986 | $5,500-45.7% | $5,072-41.1% | $6,407-53.4% |
| Admin fee / account holder | $1,538 | $9,721-84.2% | $8,859-82.6% | $12,270-87.5% |