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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 | $90,768 | $112,121-19.0% | $95,960-5.4% | $158,966-42.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 3.10% | 171.16%-168.1pp | 91.63%-88.5pp | 302.95%-299.8pp |
| Employer contribution / active EE | $903 | $3,199-71.8% | $2,541-64.5% | $4,762-81.0% |
| Participant deferral / active EE | $2,867 | $4,784-40.1% | $4,167-31.2% | $5,983-52.1% |
| Admin fee / account holder | $2,443 | $10,135-75.9% | $6,797-64.1% | $11,250-78.3% |