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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 | $89,659 | $109,967-18.5% | $97,197-7.8% | $145,877-38.5% |
| Participation rate | 42.9% | 76.0%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 5.14% | 244.27%-239.1pp | 75.47%-70.3pp | 551.28%-546.1pp |
| Employer contribution / active EE | $1,177 | $3,077-61.7% | $2,723-56.8% | $4,663-74.8% |
| Participant deferral / active EE | $2,000 | $4,676-57.2% | $4,263-53.1% | $6,691-70.1% |
| Admin fee / account holder | $1,237 | $6,199-80.0% | $5,637-78.1% | $13,402-90.8% |