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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 | $70,294 | $107,368-34.5% | $92,915-24.3% | $152,909-54.0% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.5%-46.1pp |
| Annual return | 5.32% | 145.64%-140.3pp | 109.45%-104.1pp | 345.46%-340.1pp |
| Employer contribution / active EE | $935 | $4,222-77.9% | $3,653-74.4% | $4,764-80.4% |
| Participant deferral / active EE | $2,168 | $4,848-55.3% | $4,238-48.8% | $5,851-62.9% |
| Admin fee / account holder | $3,293 | $7,082-53.5% | $5,796-43.2% | $11,601-71.6% |