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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 | $83,095 | $103,392-19.6% | $87,104-4.6% | $152,897-45.7% |
| Participation rate | 54.5% | 79.4%-24.8pp | 76.9%-22.3pp | 82.5%-27.9pp |
| Annual return | 3.93% | 28.10%-24.2pp | 28.19%-24.3pp | 345.43%-341.5pp |
| Employer contribution / active EE | $699 | $3,221-78.3% | $2,521-72.3% | $4,764-85.3% |
| Participant deferral / active EE | $2,910 | $4,778-39.1% | $4,048-28.1% | $5,851-50.3% |
| Admin fee / account holder | $2,341 | $12,194-80.8% | $7,491-68.8% | $11,599-79.8% |