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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 | $114,119-43.7% | $107,187-40.1% | $138,895-53.7% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 3.93% | 273.21%-269.3pp | 204.55%-200.6pp | 145.39%-141.5pp |
| Employer contribution / active EE | $885 | $4,059-78.2% | $3,782-76.6% | $4,194-78.9% |
| Participant deferral / active EE | $1,816 | $5,538-67.2% | $5,096-64.4% | $6,396-71.6% |
| Admin fee / account holder | $793 | $10,024-92.1% | $9,162-91.3% | $12,562-93.7% |