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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 | $92,711 | $153,769-39.7% | $133,975-30.8% | $273,972-66.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | -1.60% | 36.51%-38.1pp | 29.29%-30.9pp | 41.46%-43.1pp |
| Employer contribution / active EE | $1,856 | $6,029-69.2% | $5,211-64.4% | $4,869-61.9% |
| Participant deferral / active EE | $10,500 | $6,958+50.9% | $6,282+67.2% | $5,287+98.6% |
| Admin fee / account holder | $473 | $11,765-96.0% | $9,324-94.9% | $10,133-95.3% |