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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 | $92,717 | $71,230+30.2% | $93,727-1.1% | $80,959+14.5% |
| Participation rate | 67.6% | 60.4%+7.3pp | 68.7%-1.1pp | 67.7%0pp |
| Annual return | 8.50% | 11.26%-2.8pp | 133.83%-125.3pp | 35.67%-27.2pp |
| Employer contribution / active EE | $1,078 | $1,565-31.1% | $2,421-55.5% | $2,757-60.9% |
| Participant deferral / active EE | $2,335 | $4,037-42.2% | $4,417-47.1% | $4,300-45.7% |
| Admin fee / account holder | $3,772 | $6,961-45.8% | $8,292-54.5% | $6,925-45.5% |