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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 | $127,651 | $104,937+21.6% | $84,628+50.8% | $152,897-16.5% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.5%-45.0pp |
| Annual return | 1.50% | 373.88%-372.4pp | 258.80%-257.3pp | 345.43%-343.9pp |
| Employer contribution / active EE | $776 | $3,303-76.5% | $2,653-70.8% | $4,764-83.7% |
| Participant deferral / active EE | $2,478 | $4,690-47.2% | $3,900-36.5% | $5,851-57.7% |
| Admin fee / account holder | $1,690 | $6,243-72.9% | $4,914-65.6% | $11,599-85.4% |