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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 | $105,879 | $110,337-4.0% | $102,383+3.4% | $145,877-27.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 5.34% | 24.83%-19.5pp | 24.94%-19.6pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,324 | $4,216-68.6% | $3,870-65.8% | $4,663-71.6% |
| Participant deferral / active EE | $3,473 | $5,621-38.2% | $5,060-31.4% | $6,691-48.1% |
| Admin fee / account holder | $10,864 | $9,750+11.4% | $8,391+29.5% | $13,402-18.9% |