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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 | $102,464 | $117,829-13.0% | $102,4230% | $145,877-29.8% |
| Participation rate | 47.6% | 78.6%-31.0pp | 76.5%-28.9pp | 80.3%-32.7pp |
| Annual return | 7.16% | 31.83%-24.7pp | 29.42%-22.3pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,043 | $3,615-71.1% | $3,023-65.5% | $4,663-77.6% |
| Participant deferral / active EE | $4,080 | $5,732-28.8% | $5,054-19.3% | $6,691-39.0% |
| Admin fee / account holder | $10,961 | $13,335-17.8% | $9,455+15.9% | $13,402-18.2% |