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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 | $93,108 | $142,354-34.6% | $125,529-25.8% | $155,188-40.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 74.7%-30.3pp | 80.8%-36.4pp |
| Annual return | 3.74% | 306.06%-302.3pp | 202.56%-198.8pp | 148.84%-145.1pp |
| Employer contribution / active EE | $1,470 | $3,501-58.0% | $3,058-51.9% | $4,248-65.4% |
| Participant deferral / active EE | $2,597 | $5,491-52.7% | $4,813-46.0% | $6,531-60.2% |
| Admin fee / account holder | $11,870 | $19,392-38.8% | $16,298-27.2% | $14,480-18.0% |