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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 | $90,369 | $148,629-39.2% | $135,982-33.5% | $139,487-35.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 8.53% | 79.33%-70.8pp | 68.32%-59.8pp | 373.84%-365.3pp |
| Employer contribution / active EE | $1,319 | $5,247-74.9% | $4,859-72.9% | $4,755-72.3% |
| Participant deferral / active EE | $4,427 | $8,102-45.4% | $7,760-42.9% | $6,713-34.0% |
| Admin fee / account holder | $2,135 | $12,406-82.8% | $10,767-80.2% | $11,407-81.3% |