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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 | $83,013 | $117,846-29.6% | $102,434-19.0% | $145,884-43.1% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 6.32% | 31.90%-25.6pp | 29.46%-23.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,915 | $3,615-47.0% | $3,023-36.7% | $4,662-58.9% |
| Participant deferral / active EE | $4,235 | $5,733-26.1% | $5,055-16.2% | $6,690-36.7% |
| Admin fee / account holder | $41,260 | $13,356+208.9% | $9,462+336.1% | $13,392+208.1% |