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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 | $109,222 | $148,582-26.5% | $135,942-19.7% | $139,456-21.7% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.2pp |
| Annual return | 5.07% | 79.26%-74.2pp | 68.28%-63.2pp | 373.45%-368.4pp |
| Employer contribution / active EE | $1,194 | $5,245-77.2% | $4,858-75.4% | $4,753-74.9% |
| Participant deferral / active EE | $2,596 | $8,101-68.0% | $7,759-66.5% | $6,711-61.3% |
| Admin fee / account holder | $530 | $12,402-95.7% | $10,764-95.1% | $11,407-95.4% |