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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 | $120,589 | $148,629-18.9% | $135,982-11.3% | $139,487-13.5% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 1.15% | 79.33%-78.2pp | 68.32%-67.2pp | 373.84%-372.7pp |
| Employer contribution / active EE | $2,036 | $5,247-61.2% | $4,859-58.1% | $4,755-57.2% |
| Participant deferral / active EE | $2,692 | $8,102-66.8% | $7,760-65.3% | $6,713-59.9% |
| Admin fee / account holder | $28,900 | $12,406+132.9% | $10,767+168.4% | $11,407+153.3% |