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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 | $86,706 | $201,370-56.9% | $184,256-52.9% | $145,897-40.6% |
| Participation rate | 63.2% | 87.5%-24.3pp | 86.8%-23.7pp | 80.3%-17.1pp |
| Annual return | 9.50% | 29.05%-19.5pp | 28.85%-19.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,146 | $7,024-69.4% | $6,427-66.6% | $4,663-54.0% |
| Participant deferral / active EE | $6,921 | $9,808-29.4% | $9,133-24.2% | $6,689+3.5% |
| Admin fee / account holder | $2,272 | $16,364-86.1% | $13,899-83.7% | $13,390-83.0% |