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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 | $101,618-19.3% | $93,063-11.9% | $137,256-40.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 2.83% | 223.95%-221.1pp | 34.15%-31.3pp | 220.34%-217.5pp |
| Employer contribution / active EE | $1,880 | $2,707-30.6% | $2,476-24.1% | $4,156-54.8% |
| Participant deferral / active EE | $5,434 | $4,279+27.0% | $3,958+37.3% | $6,407-15.2% |
| Admin fee / account holder | $9,880 | $6,198+59.4% | $6,033+63.8% | $12,270-19.5% |