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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 | $86,242 | $165,399-47.9% | $149,745-42.4% | $158,982-45.8% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 7.76% | 348.34%-340.6pp | 276.72%-269.0pp | 302.99%-295.2pp |
| Employer contribution / active EE | $975 | $5,105-80.9% | $4,646-79.0% | $4,763-79.5% |
| Participant deferral / active EE | $3,514 | $7,183-51.1% | $6,843-48.6% | $5,983-41.3% |
| Admin fee / account holder | $329 | $10,811-97.0% | $9,312-96.5% | $11,252-97.1% |