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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 | $64,255 | $111,535-42.4% | $105,223-38.9% | $137,256-53.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 3.93% | 237.85%-233.9pp | 180.65%-176.7pp | 220.34%-216.4pp |
| Employer contribution / active EE | $885 | $3,939-77.5% | $3,689-76.0% | $4,156-78.7% |
| Participant deferral / active EE | $1,816 | $5,500-67.0% | $5,072-64.2% | $6,407-71.7% |
| Admin fee / account holder | $793 | $9,721-91.8% | $8,859-91.1% | $12,270-93.5% |