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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 | $86,430 | $117,829-26.6% | $102,423-15.6% | $145,877-40.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 5.15% | 31.83%-26.7pp | 29.42%-24.3pp | 551.28%-546.1pp |
| Employer contribution / active EE | $3,004 | $3,615-16.9% | $3,023-0.6% | $4,663-35.6% |
| Participant deferral / active EE | $7,625 | $5,732+33.0% | $5,054+50.9% | $6,691+14.0% |
| Admin fee / account holder | $1,082 | $13,335-91.9% | $9,455-88.6% | $13,402-91.9% |