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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 | $85,208 | $91,037-6.4% | $71,671+18.9% | $147,586-42.3% |
| Participation rate | 47.1% | 76.1%-29.1pp | 68.7%-21.7pp | 82.8%-35.8pp |
| Annual return | 5.26% | 20.48%-15.2pp | 20.65%-15.4pp | 578.59%-573.3pp |
| Employer contribution / active EE | $2,008 | $3,327-39.7% | $2,460-18.4% | $4,876-58.8% |
| Participant deferral / active EE | $1,403 | $4,498-68.8% | $3,438-59.2% | $5,439-74.2% |
| Admin fee / account holder | $4,864 | $8,613-43.5% | $5,558-12.5% | $10,886-55.3% |