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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 | $82,901 | $103,393-19.8% | $87,103-4.8% | $152,909-45.8% |
| Participation rate | 54.5% | 79.4%-24.8pp | 76.9%-22.3pp | 82.5%-27.9pp |
| Annual return | 1.21% | 28.10%-26.9pp | 28.19%-27.0pp | 345.46%-344.3pp |
| Employer contribution / active EE | $2,181 | $3,221-32.3% | $2,521-13.5% | $4,764-54.2% |
| Participant deferral / active EE | $4,413 | $4,778-7.7% | $4,049+9.0% | $5,851-24.6% |
| Admin fee / account holder | $2,429 | $12,195-80.1% | $7,491-67.6% | $11,601-79.1% |