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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 | $80,740 | $103,387-21.9% | $87,102-7.3% | $152,885-47.2% |
| Participation rate | 45.0% | 79.4%-34.4pp | 76.9%-31.9pp | 82.5%-37.5pp |
| Annual return | 6.81% | 28.10%-21.3pp | 28.19%-21.4pp | 345.39%-338.6pp |
| Employer contribution / active EE | $1,118 | $3,221-65.3% | $2,521-55.7% | $4,763-76.5% |
| Participant deferral / active EE | $2,179 | $4,778-54.4% | $4,048-46.2% | $5,851-62.8% |
| Admin fee / account holder | $2,004 | $12,193-83.6% | $7,491-73.2% | $11,598-82.7% |