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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 | $201,344-54.2% | $184,243-50.0% | $145,877-36.8% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 4.06% | 29.01%-25.0pp | 28.82%-24.8pp | 551.28%-547.2pp |
| Employer contribution / active EE | $7,519 | $7,022+7.1% | $6,427+17.0% | $4,663+61.2% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,122 | $16,382-87.0% | $13,914-84.7% | $13,402-84.2% |