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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 | $82,014 | $125,778-34.8% | $114,563-28.4% | $154,746-47.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 2.83% | 295.14%-292.3pp | 241.09%-238.3pp | 172.34%-169.5pp |
| Employer contribution / active EE | $1,880 | $2,806-33.0% | $2,592-27.5% | $4,379-57.1% |
| Participant deferral / active EE | $5,434 | $4,445+22.3% | $4,142+31.2% | $6,730-19.3% |
| Admin fee / account holder | $9,880 | $8,190+20.6% | $7,623+29.6% | $14,365-31.2% |