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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 | $66,930 | $88,702-24.5% | $81,780-18.2% | $145,978-54.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 7.93% | 1029.12%-1021.2pp | 776.27%-768.3pp | 550.52%-542.6pp |
| Employer contribution / active EE | $9,723 | $3,084+215.2% | $2,914+233.7% | $4,662+108.6% |
| Participant deferral / active EE | $9,201 | $4,645+98.1% | $4,321+113.0% | $6,690+37.5% |
| Admin fee / account holder | $426 | $8,414-94.9% | $7,384-94.2% | $13,400-96.8% |