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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 | $115,564 | $103,392+11.8% | $87,104+32.7% | $152,897-24.4% |
| Participation rate | 61.9% | 79.4%-17.4pp | 76.9%-15.0pp | 82.5%-20.5pp |
| Annual return | 10.30% | 28.10%-17.8pp | 28.19%-17.9pp | 345.43%-335.1pp |
| Employer contribution / active EE | $896 | $3,221-72.2% | $2,521-64.5% | $4,764-81.2% |
| Participant deferral / active EE | $2,779 | $4,778-41.8% | $4,048-31.4% | $5,851-52.5% |
| Admin fee / account holder | $2,551 | $12,194-79.1% | $7,491-65.9% | $11,599-78.0% |