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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 | $106,995 | $165,399-35.3% | $149,745-28.5% | $158,982-32.7% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 7.82% | 348.34%-340.5pp | 276.72%-268.9pp | 302.99%-295.2pp |
| Employer contribution / active EE | $2,595 | $5,105-49.2% | $4,646-44.1% | $4,763-45.5% |
| Participant deferral / active EE | $10,613 | $7,183+47.8% | $6,843+55.1% | $5,983+77.4% |
| Admin fee / account holder | $404 | $10,811-96.3% | $9,312-95.7% | $11,252-96.4% |