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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 | $86,273 | $114,119-24.4% | $107,187-19.5% | $138,895-37.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 4.22% | 273.21%-269.0pp | 204.55%-200.3pp | 145.39%-141.2pp |
| Employer contribution / active EE | $2,139 | $4,059-47.3% | $3,782-43.4% | $4,194-49.0% |
| Participant deferral / active EE | $3,658 | $5,538-33.9% | $5,096-28.2% | $6,396-42.8% |
| Admin fee / account holder | $3,199 | $10,024-68.1% | $9,162-65.1% | $12,562-74.5% |