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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 | $100,086 | $125,193-20.1% | $105,591-5.2% | $145,978-31.4% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.7pp |
| Annual return | 5.38% | 225.53%-220.2pp | 116.43%-111.0pp | 550.52%-545.1pp |
| Employer contribution / active EE | $1,682 | $3,718-54.8% | $3,166-46.9% | $4,662-63.9% |
| Participant deferral / active EE | $11,812 | $5,708+106.9% | $5,008+135.8% | $6,690+76.6% |
| Admin fee / account holder | $4,366 | $17,277-74.7% | $11,024-60.4% | $13,400-67.4% |