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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 | $88,176 | $148,582-40.7% | $135,942-35.1% | $139,456-36.8% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 11.36% | 79.26%-67.9pp | 68.28%-56.9pp | 373.45%-362.1pp |
| Employer contribution / active EE | $2,091 | $5,245-60.1% | $4,858-56.9% | $4,753-56.0% |
| Participant deferral / active EE | $5,096 | $8,101-37.1% | $7,759-34.3% | $6,711-24.1% |
| Admin fee / account holder | $1,407 | $12,402-88.7% | $10,764-86.9% | $11,407-87.7% |