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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 | $102,000 | $141,004-27.7% | $112,273-9.2% | $139,466-26.9% |
| Participation rate | 61.1% | 79.2%-18.1pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 8.37% | 32.75%-24.4pp | 30.23%-21.9pp | 373.66%-365.3pp |
| Employer contribution / active EE | $869 | $4,285-79.7% | $3,431-74.7% | $4,754-81.7% |
| Participant deferral / active EE | $2,362 | $5,878-59.8% | $4,800-50.8% | $6,712-64.8% |
| Admin fee / account holder | $12,750 | $9,959+28.0% | $7,752+64.5% | $11,409+11.8% |