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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 | $98,740 | $70,418+40.2% | $96,570+2.2% | $85,847+15.0% |
| Participation rate | 54.4% | 61.8%-7.4pp | 69.8%-15.4pp | 69.3%-14.9pp |
| Annual return | 9.37% | 18.59%-9.2pp | 37.79%-28.4pp | 318.61%-309.2pp |
| Employer contribution / active EE | $1,092 | $1,413-22.7% | $2,357-53.7% | $2,565-57.4% |
| Participant deferral / active EE | $1,842 | $2,894-36.3% | $3,849-52.1% | $3,952-53.4% |
| Admin fee / account holder | $4,434 | $4,995-11.2% | $6,182-28.3% | $6,261-29.2% |