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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 | $90,330 | $124,425-27.4% | $112,040-19.4% | $137,256-34.2% |
| Participation rate | 52.4% | 79.3%-26.9pp | 76.5%-24.1pp | 80.0%-27.6pp |
| Annual return | 4.23% | 24.72%-20.5pp | 24.52%-20.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $1,755 | $3,411-48.6% | $2,954-40.6% | $4,156-57.8% |
| Participant deferral / active EE | $3,718 | $5,718-35.0% | $5,098-27.1% | $6,407-42.0% |
| Admin fee / account holder | $109,916 | $15,207+622.8% | $12,098+808.5% | $12,270+795.8% |