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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 | $90,116 | $93,346-3.5% | $71,796+25.5% | $273,972-67.1% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.1%-7.6pp | 83.0%-21.5pp |
| Annual return | 0.40% | 130.39%-130.0pp | 78.04%-77.6pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,767 | $2,733-35.3% | $1,924-8.2% | $4,869-63.7% |
| Participant deferral / active EE | $5,507 | $3,475+58.5% | $2,794+97.1% | $5,287+4.2% |
| Admin fee / account holder | $1,374 | $6,571-79.1% | $4,815-71.5% | $10,133-86.4% |