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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 | $106,830 | $114,119-6.4% | $107,187-0.3% | $138,895-23.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 4.43% | 273.21%-268.8pp | 204.55%-200.1pp | 145.39%-141.0pp |
| Employer contribution / active EE | $1,479 | $4,059-63.6% | $3,782-60.9% | $4,194-64.7% |
| Participant deferral / active EE | $2,936 | $5,538-47.0% | $5,096-42.4% | $6,396-54.1% |
| Admin fee / account holder | $32,011 | $10,024+219.3% | $9,162+249.4% | $12,562+154.8% |