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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 | $99,946 | $129,737-23.0% | $119,126-16.1% | $154,746-35.4% |
| Participation rate | 57.9% | 78.9%-21.0pp | 75.8%-17.9pp | 80.7%-22.8pp |
| Annual return | 8.12% | 379.08%-371.0pp | 282.11%-274.0pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,839 | $4,375-58.0% | $4,034-54.4% | $4,379-58.0% |
| Participant deferral / active EE | $2,814 | $5,842-51.8% | $5,318-47.1% | $6,730-58.2% |
| Admin fee / account holder | $2,197 | $11,961-81.6% | $10,693-79.5% | $14,365-84.7% |