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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 | $82,930 | $102,547-19.1% | $78,210+6.0% | $147,586-43.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 6.39% | 51.08%-44.7pp | 40.90%-34.5pp | 578.59%-572.2pp |
| Employer contribution / active EE | $2,561 | $2,617-2.1% | $2,034+26.0% | $4,876-47.5% |
| Participant deferral / active EE | $11,546 | $3,481+231.7% | $2,823+309.1% | $5,439+112.3% |
| Admin fee / account holder | $1,264 | $5,059-75.0% | $3,758-66.4% | $10,886-88.4% |