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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 | $104,030 | $150,412-30.8% | $120,574-13.7% | $145,884-28.7% |
| Participation rate | 43.8% | 78.8%-35.0pp | 71.9%-28.2pp | 80.3%-36.6pp |
| Annual return | 6.47% | 154.50%-148.0pp | 107.42%-101.0pp | 551.85%-545.4pp |
| Employer contribution / active EE | $1,205 | $4,355-72.3% | $3,471-65.3% | $4,662-74.1% |
| Participant deferral / active EE | $6,083 | $6,175-1.5% | $4,996+21.8% | $6,690-9.1% |
| Admin fee / account holder | $2,117 | $12,224-82.7% | $9,445-77.6% | $13,392-84.2% |