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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 | $67,886 | $89,367-24.0% | $141,191-51.9% | $72,975-7.0% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 9.02% | 111.87%-102.8pp | 71.41%-62.4pp | 81.01%-72.0pp |
| Employer contribution / active EE | $4,525 | $3,115+45.3% | $4,736-4.5% | $2,440+85.4% |
| Participant deferral / active EE | $9,780 | $5,419+80.5% | $6,710+45.7% | $3,608+171.1% |
| Admin fee / account holder | $800 | $5,957-86.6% | $10,264-92.2% | $5,124-84.4% |