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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 | $82,166 | $103,038-20.3% | $90,324-9.0% | $152,909-46.3% |
| Participation rate | 42.1% | 75.9%-33.8pp | 73.3%-31.2pp | 82.5%-40.4pp |
| Annual return | 10.17% | 95.25%-85.1pp | 78.15%-68.0pp | 345.46%-335.3pp |
| Employer contribution / active EE | $512 | $3,141-83.7% | $2,856-82.1% | $4,764-89.2% |
| Participant deferral / active EE | $3,009 | $4,282-29.7% | $3,885-22.5% | $5,851-48.6% |
| Admin fee / account holder | $879 | $6,177-85.8% | $5,356-83.6% | $11,601-92.4% |