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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 | $90,621 | $110,410-17.9% | $102,437-11.5% | $145,897-37.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.89% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,287 | $4,217-45.8% | $3,871-40.9% | $4,663-51.0% |
| Participant deferral / active EE | $5,588 | $5,622-0.6% | $5,060+10.4% | $6,689-16.5% |
| Admin fee / account holder | $5,271 | $9,745-45.9% | $8,388-37.2% | $13,390-60.6% |