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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 | $99,921-18.1% | $85,009-3.8% | $145,959-44.0% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 6.84% | 83.89%-77.0pp | 66.47%-59.6pp | 561.95%-555.1pp |
| Employer contribution / active EE | $3,080 | $3,233-4.7% | $2,728+12.9% | $4,661-33.9% |
| Participant deferral / active EE | $14,217 | $5,293+168.6% | $4,522+214.4% | $6,689+112.6% |
| Admin fee / account holder | $5,110 | $7,252-29.5% | $6,153-16.9% | $13,398-61.9% |