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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 | $105,158 | $125,237-16.0% | $105,608-0.4% | $145,877-27.9% |
| Participation rate | 63.6% | 77.7%-14.0pp | 75.3%-11.6pp | 80.3%-16.7pp |
| Annual return | 4.61% | 225.76%-221.1pp | 116.50%-111.9pp | 551.28%-546.7pp |
| Employer contribution / active EE | $1,465 | $3,720-60.6% | $3,167-53.8% | $4,663-68.6% |
| Participant deferral / active EE | $3,292 | $5,711-42.4% | $5,010-34.3% | $6,691-50.8% |
| Admin fee / account holder | $2,787 | $17,287-83.9% | $11,028-74.7% | $13,402-79.2% |