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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 | $96,139 | $110,379-12.9% | $102,412-6.1% | $145,884-34.1% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 7.71% | 24.84%-17.1pp | 24.94%-17.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,714 | $4,216-59.4% | $3,870-55.7% | $4,662-63.2% |
| Participant deferral / active EE | $3,051 | $5,622-45.7% | $5,060-39.7% | $6,690-54.4% |
| Admin fee / account holder | $4,201 | $9,745-56.9% | $8,388-49.9% | $13,392-68.6% |