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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 | $85,143 | $101,618-16.2% | $93,063-8.5% | $137,256-38.0% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 8.90% | 223.95%-215.0pp | 34.15%-25.3pp | 220.34%-211.4pp |
| Employer contribution / active EE | $972 | $2,707-64.1% | $2,476-60.7% | $4,156-76.6% |
| Participant deferral / active EE | $2,189 | $4,279-48.8% | $3,958-44.7% | $6,407-65.8% |
| Admin fee / account holder | $2,284 | $6,198-63.2% | $6,033-62.1% | $12,270-81.4% |