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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 | $99,319 | $111,814-11.2% | $103,374-3.9% | $145,959-32.0% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 7.37% | 24.77%-17.4pp | 24.89%-17.5pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,809 | $4,214-57.1% | $3,869-53.3% | $4,661-61.2% |
| Participant deferral / active EE | $4,396 | $5,618-21.8% | $5,058-13.1% | $6,689-34.3% |
| Admin fee / account holder | $5,151 | $9,754-47.2% | $8,394-38.6% | $13,398-61.6% |