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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 | $89,566 | $110,337-18.8% | $102,383-12.5% | $145,877-38.6% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 7.19% | 24.83%-17.6pp | 24.94%-17.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,397 | $4,216-66.9% | $3,870-63.9% | $4,663-70.0% |
| Participant deferral / active EE | $5,032 | $5,621-10.5% | $5,060-0.6% | $6,691-24.8% |
| Admin fee / account holder | $1,910 | $9,750-80.4% | $8,391-77.2% | $13,402-85.7% |