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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 | $96,229 | $107,363-10.4% | $92,909+3.6% | $152,897-37.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 0.77% | 145.63%-144.9pp | 109.44%-108.7pp | 345.43%-344.7pp |
| Employer contribution / active EE | $1,973 | $4,222-53.3% | $3,653-46.0% | $4,764-58.6% |
| Participant deferral / active EE | $4,229 | $4,848-12.8% | $4,238-0.2% | $5,851-27.7% |
| Admin fee / account holder | $2,193 | $7,082-69.0% | $5,795-62.2% | $11,599-81.1% |