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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 | $106,609 | $117,895-9.6% | $102,460+4.0% | $145,897-26.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 4.63% | 31.92%-27.3pp | 29.47%-24.8pp | 552.29%-547.7pp |
| Employer contribution / active EE | $1,324 | $3,619-63.4% | $3,025-56.2% | $4,663-71.6% |
| Participant deferral / active EE | $2,144 | $5,736-62.6% | $5,056-57.6% | $6,689-67.9% |
| Admin fee / account holder | $725 | $13,353-94.6% | $9,460-92.3% | $13,390-94.6% |