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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 | $111,386 | $107,353+3.8% | $92,903+19.9% | $152,885-27.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 2.69% | 145.62%-142.9pp | 109.43%-106.7pp | 345.39%-342.7pp |
| Employer contribution / active EE | $1,377 | $4,222-67.4% | $3,653-62.3% | $4,763-71.1% |
| Participant deferral / active EE | $2,754 | $4,848-43.2% | $4,238-35.0% | $5,851-52.9% |
| Admin fee / account holder | $52,564 | $7,081+642.3% | $5,795+807.1% | $11,598+353.2% |