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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 | $95,296 | $110,337-13.6% | $102,383-6.9% | $145,877-34.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.92% | 24.83%-18.9pp | 24.94%-19.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $2,494 | $4,216-40.8% | $3,870-35.6% | $4,663-46.5% |
| Participant deferral / active EE | $15,364 | $5,621+173.4% | $5,060+203.7% | $6,691+129.6% |
| Admin fee / account holder | $268,256 | $9,750+2651.4% | $8,391+3096.8% | $13,402+1901.6% |