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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 | $174,379-43.4% | $152,093-35.1% | $138,895-28.9% |
| Participation rate | 31.8% | 81.6%-49.8pp | 77.8%-45.9pp | 79.9%-48.1pp |
| Annual return | 0.35% | 74.86%-74.5pp | 66.36%-66.0pp | 145.39%-145.0pp |
| Employer contribution / active EE | $906 | $4,652-80.5% | $4,175-78.3% | $4,194-78.4% |
| Participant deferral / active EE | $2,236 | $6,159-63.7% | $5,451-59.0% | $6,396-65.0% |
| Admin fee / account holder | $2,403 | $16,880-85.8% | $14,497-83.4% | $12,562-80.9% |