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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 | $112,950 | $213,785-47.2% | $185,441-39.1% | $155,188-27.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 80.3%-20.3pp | 80.8%-20.8pp |
| Annual return | 6.40% | 19.97%-13.6pp | 20.16%-13.8pp | 148.84%-142.4pp |
| Employer contribution / active EE | $4,241 | $5,393-21.4% | $4,672-9.2% | $4,248-0.2% |
| Participant deferral / active EE | $8,416 | $6,864+22.6% | $6,152+36.8% | $6,531+28.9% |
| Admin fee / account holder | $553 | $21,134-97.4% | $17,890-96.9% | $14,480-96.2% |