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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 | $86,151 | $114,119-24.5% | $107,187-19.6% | $138,895-38.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 8.68% | 273.21%-264.5pp | 204.55%-195.9pp | 145.39%-136.7pp |
| Employer contribution / active EE | $4,479 | $4,059+10.4% | $3,782+18.4% | $4,194+6.8% |
| Participant deferral / active EE | $8,201 | $5,538+48.1% | $5,096+60.9% | $6,396+28.2% |
| Admin fee / account holder | $42,980 | $10,024+328.8% | $9,162+369.1% | $12,562+242.1% |