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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 | $85,327 | $97,125-12.1% | $86,233-1.1% | $137,256-37.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 9.81% | 74.19%-64.4pp | 61.39%-51.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $753 | $2,841-73.5% | $2,504-69.9% | $4,156-81.9% |
| Participant deferral / active EE | $3,168 | $5,180-38.8% | $4,559-30.5% | $6,407-50.5% |
| Admin fee / account holder | $2,303 | $9,725-76.3% | $8,342-72.4% | $12,270-81.2% |