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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 | $102,938-22.2% | $94,105-14.9% | $138,895-42.3% |
| Participation rate | 65.0% | 74.6%-9.6pp | 71.9%-6.9pp | 79.9%-14.9pp |
| Annual return | 9.75% | 250.28%-240.5pp | 204.55%-194.8pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,924 | $2,732+7.0% | $2,504+16.8% | $4,194-30.3% |
| Participant deferral / active EE | $4,602 | $4,196+9.7% | $3,881+18.6% | $6,396-28.1% |
| Admin fee / account holder | $706 | $6,600-89.3% | $6,199-88.6% | $12,562-94.4% |