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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 | $101,565 | $117,895-13.9% | $102,460-0.9% | $145,897-30.4% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 8.42% | 31.92%-23.5pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,503 | $3,619-30.8% | $3,025-17.3% | $4,663-46.3% |
| Participant deferral / active EE | $4,058 | $5,736-29.3% | $5,056-19.7% | $6,689-39.3% |
| Admin fee / account holder | $2,691 | $13,353-79.8% | $9,460-71.5% | $13,390-79.9% |