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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 | $136,860-34.0% | $120,344-24.9% | $154,746-41.6% |
| Participation rate | 52.4% | 79.9%-27.5pp | 76.7%-24.3pp | 80.7%-28.3pp |
| Annual return | 4.23% | 21.38%-17.1pp | 20.30%-16.1pp | 172.34%-168.1pp |
| Employer contribution / active EE | $1,755 | $3,533-50.3% | $3,020-41.9% | $4,379-59.9% |
| Participant deferral / active EE | $3,718 | $5,793-35.8% | $5,135-27.6% | $6,730-44.8% |
| Admin fee / account holder | $109,916 | $15,393+614.1% | $12,742+762.7% | $14,365+665.2% |