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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 | $91,115 | $106,267-14.3% | $96,520-5.6% | $139,456-34.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 10.82% | 38.45%-27.6pp | 35.72%-24.9pp | 373.45%-362.6pp |
| Employer contribution / active EE | $1,148 | $4,105-72.0% | $3,739-69.3% | $4,753-75.9% |
| Participant deferral / active EE | $3,111 | $5,454-43.0% | $4,879-36.2% | $6,711-53.6% |
| Admin fee / account holder | $4,208 | $7,882-46.6% | $6,733-37.5% | $11,407-63.1% |