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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 | $99,179 | $135,956-27.1% | $123,894-19.9% | $273,972-63.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 2.17% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $3,990 | $5,170-22.8% | $4,617-13.6% | $4,869-18.0% |
| Participant deferral / active EE | $11,981 | $6,343+88.9% | $5,984+100.2% | $5,287+126.6% |
| Admin fee / account holder | $1,283 | $9,817-86.9% | $8,357-84.7% | $10,133-87.3% |