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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 | $102,545 | $111,785-8.3% | $93,669+9.5% | $145,877-29.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 7.84% | 203.79%-195.9pp | 133.59%-125.8pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,003 | $3,096-67.6% | $2,424-58.6% | $4,663-78.5% |
| Participant deferral / active EE | $8,434 | $4,919+71.5% | $4,416+91.0% | $6,691+26.1% |
| Admin fee / account holder | $6,826 | $10,256-33.4% | $8,291-17.7% | $13,402-49.1% |