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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 | $99,249 | $127,779-22.3% | $106,551-6.9% | $167,518-40.8% |
| Participation rate | 53.8% | 78.3%-24.4pp | 76.1%-22.3pp | 82.1%-28.3pp |
| Annual return | 6.50% | 33.87%-27.4pp | 26.80%-20.3pp | 478.71%-472.2pp |
| Employer contribution / active EE | $1,127 | $3,427-67.1% | $2,819-60.0% | $4,838-76.7% |
| Participant deferral / active EE | $7,211 | $5,088+41.7% | $4,398+63.9% | $6,342+13.7% |
| Admin fee / account holder | $859 | $11,228-92.3% | $7,408-88.4% | $12,312-93.0% |