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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 | $91,869 | $111,787-17.8% | $93,681-1.9% | $145,978-37.1% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 7.26% | 203.52%-196.3pp | 133.47%-126.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,590 | $4,918-6.7% | $4,415+4.0% | $6,690-31.4% |
| Admin fee / account holder | $4,480 | $10,256-56.3% | $8,290-46.0% | $13,400-66.6% |