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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 | $86,940+8.0% | $102,434-8.4% | $80,935+16.0% |
| Participation rate | 47.4% | 72.4%-25.0pp | 76.5%-29.1pp | 67.7%-20.2pp |
| Annual return | -0.00% | 18.89%-18.9pp | 29.46%-29.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,870 | $2,370-21.1% | $3,023-38.1% | $2,757-32.1% |
| Participant deferral / active EE | $3,866 | $4,121-6.2% | $5,055-23.5% | $4,299-10.1% |
| Admin fee / account holder | $21,325 | $8,047+165.0% | $9,462+125.4% | $6,924+208.0% |