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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 | $92,204 | $201,370-54.2% | $184,256-50.0% | $145,897-36.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 4.06% | 29.05%-25.0pp | 28.85%-24.8pp | 552.29%-548.2pp |
| Employer contribution / active EE | $7,519 | $7,024+7.0% | $6,427+17.0% | $4,663+61.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,122 | $16,364-87.0% | $13,899-84.7% | $13,390-84.2% |