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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 | $87,460 | $111,830-21.8% | $93,696-6.7% | $145,884-40.0% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 5.71% | 204.08%-198.4pp | 133.74%-128.0pp | 551.85%-546.1pp |
| Employer contribution / active EE | $1,249 | $3,093-59.6% | $2,422-48.4% | $4,662-73.2% |
| Participant deferral / active EE | $2,318 | $4,920-52.9% | $4,417-47.5% | $6,690-65.4% |
| Admin fee / account holder | $11,649 | $10,249+13.7% | $8,287+40.6% | $13,392-13.0% |