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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 | $88,722 | $88,7100% | $81,783+8.5% | $145,959-39.2% |
| Participation rate | 35.0% | 75.0%-40.0pp | 72.4%-37.4pp | 80.3%-45.3pp |
| Annual return | 9.11% | 1027.26%-1018.1pp | 775.05%-765.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $660 | $3,083-78.6% | $2,913-77.3% | $4,661-85.8% |
| Participant deferral / active EE | $1,924 | $4,645-58.6% | $4,320-55.5% | $6,689-71.2% |
| Admin fee / account holder | $1,299 | $8,407-84.6% | $7,380-82.4% | $13,398-90.3% |