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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 | $79,825 | $89,370-10.7% | $141,197-43.5% | $72,976+9.4% |
| Participation rate | 60.6% | 75.1%-14.5pp | 82.5%-21.9pp | 69.5%-8.9pp |
| Annual return | 16.77% | 111.88%-95.1pp | 71.41%-54.6pp | 81.02%-64.2pp |
| Employer contribution / active EE | $2,421 | $3,115-22.3% | $4,736-48.9% | $2,440-0.8% |
| Participant deferral / active EE | $4,063 | $5,419-25.0% | $6,710-39.5% | $3,608+12.6% |
| Admin fee / account holder | $345 | $5,957-94.2% | $10,265-96.6% | $5,124-93.3% |