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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 | $88,211 | $107,368-17.8% | $92,915-5.1% | $152,909-42.3% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.5%-29.1pp |
| Annual return | 6.52% | 145.64%-139.1pp | 109.45%-102.9pp | 345.46%-338.9pp |
| Employer contribution / active EE | $811 | $4,222-80.8% | $3,653-77.8% | $4,764-83.0% |
| Participant deferral / active EE | $1,510 | $4,848-68.9% | $4,238-64.4% | $5,851-74.2% |
| Admin fee / account holder | $336 | $7,082-95.3% | $5,796-94.2% | $11,601-97.1% |