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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 | $96,705 | $100,139-3.4% | $85,187+13.5% | $145,884-33.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 4.62% | 84.15%-79.5pp | 66.67%-62.0pp | 551.85%-547.2pp |
| Employer contribution / active EE | $615 | $3,238-81.0% | $2,732-77.5% | $4,662-86.8% |
| Participant deferral / active EE | $2,606 | $5,296-50.8% | $4,525-42.4% | $6,690-61.1% |
| Admin fee / account holder | $6,193 | $7,262-14.7% | $6,162+0.5% | $13,392-53.8% |