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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 | $83,507 | $97,125-14.0% | $86,233-3.2% | $137,256-39.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 9.49% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,837 | $2,841-35.3% | $2,504-26.6% | $4,156-55.8% |
| Participant deferral / active EE | $3,779 | $5,180-27.0% | $4,559-17.1% | $6,407-41.0% |
| Admin fee / account holder | $2,167 | $9,725-77.7% | $8,342-74.0% | $12,270-82.3% |