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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 | $114,119-19.2% | $107,187-14.0% | $138,895-33.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 8.97% | 273.21%-264.2pp | 204.55%-195.6pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,367 | $4,059-66.3% | $3,782-63.9% | $4,194-67.4% |
| Participant deferral / active EE | $2,253 | $5,538-59.3% | $5,096-55.8% | $6,396-64.8% |
| Admin fee / account holder | $520 | $10,024-94.8% | $9,162-94.3% | $12,562-95.9% |