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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 | $89,066 | $117,895-24.5% | $102,460-13.1% | $145,897-39.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.04% | 31.92%-25.9pp | 29.47%-23.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $983 | $3,619-72.8% | $3,025-67.5% | $4,663-78.9% |
| Participant deferral / active EE | $3,284 | $5,736-42.8% | $5,056-35.0% | $6,689-50.9% |
| Admin fee / account holder | $52,308 | $13,353+291.7% | $9,460+452.9% | $13,390+290.6% |