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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 | $95,075 | $162,967-41.7% | $135,792-30.0% | $138,895-31.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 5.99% | 30.08%-24.1pp | 25.96%-20.0pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,552 | $4,211-63.2% | $3,496-55.6% | $4,194-63.0% |
| Participant deferral / active EE | $1,552 | $5,640-72.5% | $4,759-67.4% | $6,396-75.7% |
| Admin fee / account holder | $6,961 | $15,306-54.5% | $12,266-43.2% | $12,562-44.6% |