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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 | $111,814-19.0% | $103,378-12.3% | $145,978-37.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.89% | 24.80%-15.9pp | 24.91%-16.0pp | 550.52%-541.6pp |
| Employer contribution / active EE | $2,287 | $4,215-45.8% | $3,870-40.9% | $4,662-51.0% |
| Participant deferral / active EE | $5,588 | $5,618-0.5% | $5,058+10.5% | $6,690-16.5% |
| Admin fee / account holder | $5,271 | $9,764-46.0% | $8,401-37.3% | $13,400-60.7% |