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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 | $86,916 | $93,345-6.9% | $119,126-27.0% | $87,485-0.7% |
| Participation rate | 49.2% | 68.7%-19.6pp | 75.8%-26.6pp | 68.9%-19.8pp |
| Annual return | 11.41% | 19.08%-7.7pp | 282.11%-270.7pp | 26.06%-14.7pp |
| Employer contribution / active EE | $2,440 | $3,172-23.1% | $4,034-39.5% | $2,596-6.0% |
| Participant deferral / active EE | $4,159 | $4,099+1.5% | $5,318-21.8% | $4,274-2.7% |
| Admin fee / account holder | $6,188 | $8,039-23.0% | $10,693-42.1% | $7,775-20.4% |