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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 | $92,214 | $129,737-28.9% | $119,126-22.6% | $154,746-40.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 8.97% | 379.08%-370.1pp | 282.11%-273.1pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,367 | $4,375-68.8% | $4,034-66.1% | $4,379-68.8% |
| Participant deferral / active EE | $2,253 | $5,842-61.4% | $5,318-57.6% | $6,730-66.5% |
| Admin fee / account holder | $520 | $11,961-95.7% | $10,693-95.1% | $14,365-96.4% |