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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 | $93,468 | $107,733-13.2% | $92,985+0.5% | $154,746-39.6% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 5.49% | 30.39%-24.9pp | 27.99%-22.5pp | 172.34%-166.9pp |
| Employer contribution / active EE | $808 | $3,126-74.2% | $2,662-69.6% | $4,379-81.5% |
| Participant deferral / active EE | $1,616 | $5,053-68.0% | $4,377-63.1% | $6,730-76.0% |
| Admin fee / account holder | $4,092 | $11,369-64.0% | $9,463-56.8% | $14,365-71.5% |