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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 | $98,225 | $141,001-30.3% | $112,228-12.5% | $139,487-29.6% |
| Participation rate | 55.6% | 79.2%-23.7pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 7.53% | 32.75%-25.2pp | 30.23%-22.7pp | 373.84%-366.3pp |
| Employer contribution / active EE | $1,849 | $4,285-56.8% | $3,432-46.1% | $4,755-61.1% |
| Participant deferral / active EE | $2,843 | $5,877-51.6% | $4,800-40.8% | $6,713-57.6% |
| Admin fee / account holder | $33,687 | $9,959+238.2% | $7,752+334.6% | $11,407+195.3% |