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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 | $98,778 | $172,111-42.6% | $150,298-34.3% | $137,256-28.0% |
| Participation rate | 31.8% | 81.7%-49.9pp | 77.8%-45.9pp | 80.0%-48.1pp |
| Annual return | 0.35% | 69.37%-69.0pp | 62.79%-62.4pp | 220.34%-220.0pp |
| Employer contribution / active EE | $906 | $4,636-80.5% | $4,154-78.2% | $4,156-78.2% |
| Participant deferral / active EE | $2,236 | $6,166-63.7% | $5,453-59.0% | $6,407-65.1% |
| Admin fee / account holder | $2,403 | $16,471-85.4% | $14,116-83.0% | $12,270-80.4% |