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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 | $95,888 | $111,814-14.2% | $103,378-7.2% | $145,978-34.3% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 7.39% | 24.80%-17.4pp | 24.91%-17.5pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,663 | $4,215-60.5% | $3,870-57.0% | $4,662-64.3% |
| Participant deferral / active EE | $4,176 | $5,618-25.7% | $5,058-17.4% | $6,690-37.6% |
| Admin fee / account holder | $15,300 | $9,764+56.7% | $8,401+82.1% | $13,400+14.2% |