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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 | $82,858 | $111,878-25.9% | $93,727-11.6% | $145,897-43.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 7.34% | 204.28%-196.9pp | 133.83%-126.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,498 | $3,092-51.6% | $2,421-38.1% | $4,663-67.9% |
| Participant deferral / active EE | $3,744 | $4,920-23.9% | $4,417-15.2% | $6,689-44.0% |
| Admin fee / account holder | $2,157 | $10,256-79.0% | $8,292-74.0% | $13,390-83.9% |