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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 | $99,108 | $111,830-11.4% | $93,696+5.8% | $145,884-32.1% |
| Participation rate | 59.1% | 74.2%-15.1pp | 68.7%-9.6pp | 80.3%-21.2pp |
| Annual return | 7.57% | 204.08%-196.5pp | 133.74%-126.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,319 | $3,093-57.4% | $2,422-45.6% | $4,662-71.7% |
| Participant deferral / active EE | $1,435 | $4,920-70.8% | $4,417-67.5% | $6,690-78.6% |
| Admin fee / account holder | $446 | $10,249-95.6% | $8,287-94.6% | $13,392-96.7% |