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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 | $95,932 | $124,330-22.8% | $109,173-12.1% | $167,536-42.7% |
| Participation rate | 18.2% | 79.5%-61.3pp | 75.9%-57.7pp | 82.1%-63.9pp |
| Annual return | 4.34% | 26.04%-21.7pp | 25.75%-21.4pp | 478.82%-474.5pp |
| Employer contribution / active EE | $1,311 | $4,209-68.9% | $3,723-64.8% | $4,839-72.9% |
| Participant deferral / active EE | $4,727 | $5,256-10.1% | $4,654+1.6% | $6,342-25.5% |
| Admin fee / account holder | $473 | $7,974-94.1% | $6,755-93.0% | $12,315-96.2% |