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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 | $78,012 | $129,737-39.9% | $119,126-34.5% | $154,746-49.6% |
| Participation rate | 26.1% | 78.9%-52.8pp | 75.8%-49.7pp | 80.7%-54.6pp |
| Annual return | 7.04% | 379.08%-372.0pp | 282.11%-275.1pp | 172.34%-165.3pp |
| Employer contribution / active EE | $998 | $4,375-77.2% | $4,034-75.3% | $4,379-77.2% |
| Participant deferral / active EE | $2,504 | $5,842-57.1% | $5,318-52.9% | $6,730-62.8% |
| Admin fee / account holder | $487 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |