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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 | $81,789 | $100,203-18.4% | $85,240-4.0% | $145,897-43.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 6.84% | 84.28%-77.4pp | 66.75%-59.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $3,080 | $3,242-5.0% | $2,735+12.6% | $4,663-33.9% |
| Participant deferral / active EE | $14,217 | $5,299+168.3% | $4,527+214.0% | $6,689+112.5% |
| Admin fee / account holder | $5,110 | $7,265-29.7% | $6,165-17.1% | $13,390-61.8% |