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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 | $109,160 | $107,341+1.7% | $92,897+17.5% | $152,870-28.6% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 1.32% | 145.59%-144.3pp | 109.42%-108.1pp | 345.34%-344.0pp |
| Employer contribution / active EE | $1,210 | $4,221-71.3% | $3,653-66.9% | $4,763-74.6% |
| Participant deferral / active EE | $2,525 | $4,847-47.9% | $4,238-40.4% | $5,850-56.8% |
| Admin fee / account holder | $1,202 | $7,080-83.0% | $5,794-79.3% | $11,597-89.6% |