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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 | $56,684 | $103,038-45.0% | $90,324-37.2% | $152,909-62.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 6.89% | 95.25%-88.4pp | 78.15%-71.3pp | 345.46%-338.6pp |
| Employer contribution / active EE | $2,165 | $3,141-31.1% | $2,856-24.2% | $4,764-54.6% |
| Participant deferral / active EE | $7,327 | $4,282+71.1% | $3,885+88.6% | $5,851+25.2% |
| Admin fee / account holder | $2,897 | $6,177-53.1% | $5,356-45.9% | $11,601-75.0% |