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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 | $88,994 | $110,093-19.2% | $97,295-8.5% | $145,897-39.0% |
| Participation rate | 69.2% | 75.9%-6.7pp | 72.7%-3.4pp | 80.3%-11.1pp |
| Annual return | 6.00% | 244.76%-238.8pp | 75.62%-69.6pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,563 | $3,077-49.2% | $2,723-42.6% | $4,663-66.5% |
| Participant deferral / active EE | $4,219 | $4,678-9.8% | $4,264-1.0% | $6,689-36.9% |
| Admin fee / account holder | $9,843 | $6,212+58.4% | $5,646+74.3% | $13,390-26.5% |