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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 | $107,933 | $165,381-34.7% | $149,730-27.9% | $158,966-32.1% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 7.40% | 348.29%-340.9pp | 276.70%-269.3pp | 302.95%-295.6pp |
| Employer contribution / active EE | $1,931 | $5,104-62.2% | $4,645-58.4% | $4,762-59.5% |
| Participant deferral / active EE | $6,690 | $7,182-6.9% | $6,843-2.2% | $5,983+11.8% |
| Admin fee / account holder | $544 | $10,809-95.0% | $9,310-94.2% | $11,250-95.2% |