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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 | $80,104 | $101,618-21.2% | $93,063-13.9% | $137,256-41.6% |
| Participation rate | 65.0% | 74.9%-9.9pp | 72.1%-7.1pp | 80.0%-15.0pp |
| Annual return | 9.75% | 223.95%-214.2pp | 34.15%-24.4pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,924 | $2,707+8.0% | $2,476+18.1% | $4,156-29.6% |
| Participant deferral / active EE | $4,602 | $4,279+7.5% | $3,958+16.3% | $6,407-28.2% |
| Admin fee / account holder | $706 | $6,198-88.6% | $6,033-88.3% | $12,270-94.2% |