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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 | $165,361-35.3% | $149,715-28.5% | $158,950-32.7% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 7.82% | 348.24%-340.4pp | 276.66%-268.8pp | 302.91%-295.1pp |
| Employer contribution / active EE | $2,595 | $5,103-49.1% | $4,645-44.1% | $4,762-45.5% |
| Participant deferral / active EE | $10,613 | $7,182+47.8% | $6,842+55.1% | $5,983+77.4% |
| Admin fee / account holder | $404 | $10,808-96.3% | $9,310-95.7% | $11,248-96.4% |