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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 | $80,046 | $93,346-14.2% | $71,796+11.5% | $273,972-70.8% |
| Participation rate | 53.8% | 76.5%-22.7pp | 69.1%-15.3pp | 83.0%-29.2pp |
| Annual return | 0.10% | 130.39%-130.3pp | 78.04%-77.9pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,148 | $2,733+15.2% | $1,924+63.6% | $4,869-35.3% |
| Participant deferral / active EE | $4,680 | $3,475+34.7% | $2,794+67.5% | $5,287-11.5% |
| Admin fee / account holder | $2,884 | $6,571-56.1% | $4,815-40.1% | $10,133-71.5% |