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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 | $95,868 | $111,535-14.0% | $105,223-8.9% | $137,256-30.2% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 7.56% | 237.85%-230.3pp | 180.65%-173.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $900 | $3,939-77.2% | $3,689-75.6% | $4,156-78.4% |
| Participant deferral / active EE | $2,621 | $5,500-52.3% | $5,072-48.3% | $6,407-59.1% |
| Admin fee / account holder | $386 | $9,721-96.0% | $8,859-95.6% | $12,270-96.9% |