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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 | $100,610 | $183,516-45.2% | $155,534-35.3% | $145,884-31.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 6.93% | 61.43%-54.5pp | 64.92%-58.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,133 | $5,315-59.9% | $4,675-54.4% | $4,662-54.3% |
| Participant deferral / active EE | $3,632 | $6,467-43.8% | $5,630-35.5% | $6,690-45.7% |
| Admin fee / account holder | $507 | $19,293-97.4% | $15,900-96.8% | $13,392-96.2% |