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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 | $95,454 | $88,702+7.6% | $81,780+16.7% | $145,978-34.6% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.4%-7.4pp | 80.3%-15.3pp |
| Annual return | 8.01% | 1029.12%-1021.1pp | 776.27%-768.3pp | 550.52%-542.5pp |
| Employer contribution / active EE | $442 | $3,084-85.7% | $2,914-84.8% | $4,662-90.5% |
| Participant deferral / active EE | $3,017 | $4,645-35.0% | $4,321-30.2% | $6,690-54.9% |
| Admin fee / account holder | $6,726 | $8,414-20.1% | $7,384-8.9% | $13,400-49.8% |