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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 | $108,512 | $209,336-48.2% | $197,124-45.0% | $137,256-20.9% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 3.46% | 48.09%-44.6pp | 44.34%-40.9pp | 220.34%-216.9pp |
| Employer contribution / active EE | $3,668 | $6,591-44.4% | $6,227-41.1% | $4,156-11.8% |
| Participant deferral / active EE | $3,668 | $9,614-61.9% | $9,135-59.8% | $6,407-42.8% |
| Admin fee / account holder | $1,801 | $17,308-89.6% | $16,298-89.0% | $12,270-85.3% |