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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 | $93,860 | $86,919+8.0% | $102,457-8.4% | $80,911+16.0% |
| Participation rate | 47.4% | 72.4%-25.0pp | 76.5%-29.1pp | 67.6%-20.2pp |
| Annual return | -0.00% | 18.90%-18.9pp | 29.41%-29.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,870 | $2,368-21.0% | $3,022-38.1% | $2,756-32.1% |
| Participant deferral / active EE | $3,866 | $4,119-6.2% | $5,054-23.5% | $4,297-10.0% |
| Admin fee / account holder | $21,325 | $8,049+164.9% | $9,451+125.6% | $6,935+207.5% |