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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 | $94,760 | $125,190-24.3% | $105,624-10.3% | $145,897-35.1% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 5.81% | 225.22%-219.4pp | 116.20%-110.4pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,823 | $3,720-51.0% | $3,168-42.4% | $4,663-60.9% |
| Participant deferral / active EE | $3,374 | $5,716-41.0% | $5,013-32.7% | $6,689-49.6% |
| Admin fee / account holder | $3,558 | $17,138-79.2% | $10,961-67.5% | $13,390-73.4% |