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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 | $97,205 | $132,634-26.7% | $115,768-16.0% | $137,256-29.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 4.27% | 160.70%-156.4pp | 100.46%-96.2pp | 220.34%-216.1pp |
| Employer contribution / active EE | $1,065 | $3,360-68.3% | $2,940-63.8% | $4,156-74.4% |
| Participant deferral / active EE | $3,143 | $5,619-44.1% | $4,917-36.1% | $6,407-50.9% |
| Admin fee / account holder | $3,707 | $15,028-75.3% | $12,439-70.2% | $12,270-69.8% |