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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 | $132,099-26.4% | $115,599-15.9% | $138,895-30.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 4.27% | 176.76%-172.5pp | 111.10%-106.8pp | 145.39%-141.1pp |
| Employer contribution / active EE | $1,065 | $3,416-68.8% | $2,955-64.0% | $4,194-74.6% |
| Participant deferral / active EE | $3,143 | $5,617-44.0% | $4,889-35.7% | $6,396-50.9% |
| Admin fee / account holder | $3,707 | $15,650-76.3% | $12,841-71.1% | $12,562-70.5% |