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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 | $95,895 | $117,846-18.6% | $102,434-6.4% | $145,884-34.3% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.20% | 31.90%-23.7pp | 29.46%-21.3pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,692 | $3,615-53.2% | $3,023-44.0% | $4,662-63.7% |
| Participant deferral / active EE | $4,216 | $5,733-26.5% | $5,055-16.6% | $6,690-37.0% |
| Admin fee / account holder | $3,581 | $13,356-73.2% | $9,462-62.2% | $13,392-73.3% |