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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 | $102,286 | $78,423+30.4% | $95,964+6.6% | $79,856+28.1% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 0.37% | 19.37%-19.0pp | 91.64%-91.3pp | 31.71%-31.3pp |
| Employer contribution / active EE | $1,381 | $1,945-29.0% | $2,541-45.7% | $2,471-44.1% |
| Participant deferral / active EE | $2,527 | $3,440-26.5% | $4,167-39.3% | $3,741-32.4% |
| Admin fee / account holder | $1,296 | $5,622-77.0% | $6,797-80.9% | $5,306-75.6% |