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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 | $106,015 | $197,625-46.4% | $177,840-40.4% | $158,966-33.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 2.83% | 58.76%-55.9pp | 48.32%-45.5pp | 302.95%-300.1pp |
| Employer contribution / active EE | $2,693 | $6,698-59.8% | $5,919-54.5% | $4,762-43.5% |
| Participant deferral / active EE | $9,900 | $8,405+17.8% | $7,714+28.3% | $5,983+65.5% |
| Admin fee / account holder | $490 | $15,405-96.8% | $12,431-96.1% | $11,250-95.6% |