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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 | $90,692 | $138,312-34.4% | $122,979-26.3% | $155,188-41.6% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 2.49% | 22.06%-19.6pp | 20.12%-17.6pp | 148.84%-146.3pp |
| Employer contribution / active EE | $1,257 | $3,530-64.4% | $3,062-58.9% | $4,248-70.4% |
| Participant deferral / active EE | $5,862 | $5,592+4.8% | $5,003+17.2% | $6,531-10.2% |
| Admin fee / account holder | $212,832 | $15,089+1310.5% | $12,864+1554.4% | $14,480+1369.9% |