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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 | $94,491 | $114,119-17.2% | $107,187-11.8% | $138,895-32.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 9.99% | 273.21%-263.2pp | 204.55%-194.6pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,560 | $4,059-61.6% | $3,782-58.8% | $4,194-62.8% |
| Participant deferral / active EE | $2,340 | $5,538-57.7% | $5,096-54.1% | $6,396-63.4% |
| Admin fee / account holder | $1,861 | $10,024-81.4% | $9,162-79.7% | $12,562-85.2% |