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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 | $81,229 | $97,125-16.4% | $86,233-5.8% | $137,256-40.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 7.87% | 74.19%-66.3pp | 61.39%-53.5pp | 220.34%-212.5pp |
| Employer contribution / active EE | $6,750 | $2,841+137.6% | $2,504+169.5% | $4,156+62.4% |
| Participant deferral / active EE | $11,750 | $5,180+126.8% | $4,559+157.7% | $6,407+83.4% |
| Admin fee / account holder | $423 | $9,725-95.7% | $8,342-94.9% | $12,270-96.6% |