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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 | $129,737-26.3% | $119,126-19.7% | $154,746-38.2% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 9.17% | 379.08%-369.9pp | 282.11%-272.9pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,069 | $4,375-75.6% | $4,034-73.5% | $4,379-75.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $678 | $11,961-94.3% | $10,693-93.7% | $14,365-95.3% |