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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 | $112,051 | $176,120-36.4% | $159,487-29.7% | $167,553-33.1% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 5.32% | 331.95%-326.6pp | 263.71%-258.4pp | 478.89%-473.6pp |
| Employer contribution / active EE | $1,095 | $5,299-79.3% | $4,831-77.3% | $4,840-77.4% |
| Participant deferral / active EE | $4,890 | $7,752-36.9% | $7,354-33.5% | $6,343-22.9% |
| Admin fee / account holder | $2,758 | $12,561-78.0% | $10,804-74.5% | $12,316-77.6% |