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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 | $94,128 | $110,303-14.7% | $95,759-1.7% | $139,487-32.5% |
| Participation rate | 57.1% | 75.7%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 7.72% | 27.19%-19.5pp | 28.42%-20.7pp | 373.84%-366.1pp |
| Employer contribution / active EE | $1,433 | $3,261-56.1% | $2,836-49.5% | $4,755-69.9% |
| Participant deferral / active EE | $8,788 | $4,674+88.0% | $4,244+107.1% | $6,713+30.9% |
| Admin fee / account holder | $3,738 | $6,615-43.5% | $5,678-34.2% | $11,407-67.2% |