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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 | $95,668 | $114,119-16.2% | $107,187-10.7% | $138,895-31.1% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 9.17% | 273.21%-264.0pp | 204.55%-195.4pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,069 | $4,059-73.7% | $3,782-71.7% | $4,194-74.5% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $678 | $10,024-93.2% | $9,162-92.6% | $12,562-94.6% |