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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 | $96,798 | $97,125-0.3% | $86,233+12.3% | $137,256-29.5% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 8.29% | 74.19%-65.9pp | 61.39%-53.1pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,040 | $2,841-63.4% | $2,504-58.5% | $4,156-75.0% |
| Participant deferral / active EE | $1,555 | $5,180-70.0% | $4,559-65.9% | $6,407-75.7% |
| Admin fee / account holder | $384 | $9,725-96.0% | $8,342-95.4% | $12,270-96.9% |