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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 | $88,981 | $183,592-51.5% | $155,574-42.8% | $145,877-39.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.73% | 61.37%-53.6pp | 64.87%-57.1pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,137 | $5,317-59.8% | $4,676-54.3% | $4,663-54.2% |
| Participant deferral / active EE | $9,542 | $6,466+47.6% | $5,629+69.5% | $6,691+42.6% |
| Admin fee / account holder | $1,853 | $19,316-90.4% | $15,914-88.4% | $13,402-86.2% |