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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 | $138,312-34.7% | $122,979-26.5% | $155,188-41.8% |
| Participation rate | 52.4% | 80.2%-27.8pp | 77.2%-24.8pp | 80.8%-28.4pp |
| Annual return | 4.23% | 22.06%-17.8pp | 20.12%-15.9pp | 148.84%-144.6pp |
| Employer contribution / active EE | $1,755 | $3,530-50.3% | $3,062-42.7% | $4,248-58.7% |
| Participant deferral / active EE | $3,718 | $5,592-33.5% | $5,003-25.7% | $6,531-43.1% |
| Admin fee / account holder | $109,916 | $15,089+628.4% | $12,864+754.4% | $14,480+659.1% |