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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 | $80,913 | $110,337-26.7% | $102,383-21.0% | $145,877-44.5% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 4.02% | 24.83%-20.8pp | 24.94%-20.9pp | 551.28%-547.3pp |
| Employer contribution / active EE | $1,681 | $4,216-60.1% | $3,870-56.6% | $4,663-64.0% |
| Participant deferral / active EE | $4,543 | $5,621-19.2% | $5,060-10.2% | $6,691-32.1% |
| Admin fee / account holder | $89,284 | $9,750+815.8% | $8,391+964.0% | $13,402+566.2% |