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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 | $106,140 | $112,729-5.8% | $98,716+7.5% | $137,256-22.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 7.32% | 38.48%-31.2pp | 31.81%-24.5pp | 220.34%-213.0pp |
| Employer contribution / active EE | $922 | $2,725-66.2% | $2,279-59.5% | $4,156-77.8% |
| Participant deferral / active EE | $1,276 | $4,640-72.5% | $4,048-68.5% | $6,407-80.1% |
| Admin fee / account holder | $1,305 | $10,129-87.1% | $8,703-85.0% | $12,270-89.4% |