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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 | $125,184-24.3% | $105,607-10.3% | $145,884-35.0% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 5.81% | 225.00%-219.2pp | 116.11%-110.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $1,823 | $3,720-51.0% | $3,167-42.4% | $4,662-60.9% |
| Participant deferral / active EE | $3,374 | $5,714-40.9% | $5,011-32.7% | $6,690-49.6% |
| Admin fee / account holder | $3,558 | $17,133-79.2% | $10,958-67.5% | $13,392-73.4% |