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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 | $90,551 | $111,814-19.0% | $103,374-12.4% | $145,959-38.0% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 8.61% | 24.77%-16.2pp | 24.89%-16.3pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,926 | $4,214-54.3% | $3,869-50.2% | $4,661-58.7% |
| Participant deferral / active EE | $3,734 | $5,618-33.5% | $5,058-26.2% | $6,689-44.2% |
| Admin fee / account holder | $3,328 | $9,754-65.9% | $8,394-60.4% | $13,398-75.2% |