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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 | $90,655 | $125,190-27.6% | $105,624-14.2% | $145,897-37.9% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 8.12% | 225.22%-217.1pp | 116.20%-108.1pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,735 | $3,720-26.5% | $3,168-13.7% | $4,663-41.4% |
| Participant deferral / active EE | $3,316 | $5,716-42.0% | $5,013-33.8% | $6,689-50.4% |
| Admin fee / account holder | $2,610 | $17,138-84.8% | $10,961-76.2% | $13,390-80.5% |