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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 | $79,323 | $91,086-12.9% | $203,872-61.1% | $86,983-8.8% |
| Participation rate | 69.6% | 65.8%+3.7pp | 77.8%-8.2pp | 69.5%0pp |
| Annual return | 8.93% | 22.30%-13.4pp | 85.11%-76.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $2,026 | $2,063-1.8% | $3,757-46.1% | $2,584-21.6% |
| Participant deferral / active EE | $3,974 | $4,019-1.1% | $6,388-37.8% | $4,194-5.2% |
| Admin fee / account holder | $7,924 | $8,987-11.8% | $11,730-32.4% | $7,856+0.9% |