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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 | $92,882 | $124,425-25.4% | $112,040-17.1% | $137,256-32.3% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.5%-18.6pp | 80.0%-22.1pp |
| Annual return | 10.04% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,766 | $3,411-48.2% | $2,954-40.2% | $4,156-57.5% |
| Participant deferral / active EE | $3,240 | $5,718-43.3% | $5,098-36.4% | $6,407-49.4% |
| Admin fee / account holder | $49,512 | $15,207+225.6% | $12,098+309.3% | $12,270+303.5% |