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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 | $99,053-2.3% | $88,179+9.8% | $138,895-30.3% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.1%-15.8pp | 79.9%-26.6pp |
| Annual return | 8.29% | 78.17%-69.9pp | 64.97%-56.7pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,040 | $2,882-63.9% | $2,549-59.2% | $4,194-75.2% |
| Participant deferral / active EE | $1,555 | $5,225-70.3% | $4,614-66.3% | $6,396-75.7% |
| Admin fee / account holder | $384 | $8,748-95.6% | $7,673-95.0% | $12,562-96.9% |