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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 | $110,410-18.0% | $102,437-11.6% | $145,897-37.9% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 8.61% | 24.85%-16.2pp | 24.95%-16.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,926 | $4,217-54.3% | $3,871-50.2% | $4,663-58.7% |
| Participant deferral / active EE | $3,734 | $5,622-33.6% | $5,060-26.2% | $6,689-44.2% |
| Admin fee / account holder | $3,328 | $9,745-65.9% | $8,388-60.3% | $13,390-75.1% |