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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 | $88,142 | $117,904-25.2% | $102,457-14.0% | $145,978-39.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.37% | 31.80%-25.4pp | 29.41%-23.0pp | 550.52%-544.1pp |
| Employer contribution / active EE | $2,672 | $3,613-26.1% | $3,022-11.6% | $4,662-42.7% |
| Participant deferral / active EE | $9,429 | $5,733+64.4% | $5,054+86.5% | $6,690+40.9% |
| Admin fee / account holder | $1,099 | $13,329-91.8% | $9,451-88.4% | $13,400-91.8% |