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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 | $89,529 | $111,535-19.7% | $105,223-14.9% | $137,256-34.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 3.59% | 237.85%-234.3pp | 180.65%-177.1pp | 220.34%-216.7pp |
| Employer contribution / active EE | $2,333 | $3,939-40.8% | $3,689-36.7% | $4,156-43.9% |
| Participant deferral / active EE | $3,167 | $5,500-42.4% | $5,072-37.6% | $6,407-50.6% |
| Admin fee / account holder | $933 | $9,721-90.4% | $8,859-89.5% | $12,270-92.4% |