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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 | $79,706 | $111,785-28.7% | $93,669-14.9% | $145,877-45.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.66% | 203.79%-196.1pp | 133.59%-125.9pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,407 | $3,096-54.5% | $2,424-41.9% | $4,663-69.8% |
| Participant deferral / active EE | $1,765 | $4,919-64.1% | $4,416-60.0% | $6,691-73.6% |
| Admin fee / account holder | $3,527 | $10,256-65.6% | $8,291-57.5% | $13,402-73.7% |