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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 | $98,156 | $107,941-9.1% | $91,994+6.7% | $152,897-35.8% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 9.77% | 89.28%-79.5pp | 69.04%-59.3pp | 345.43%-335.7pp |
| Employer contribution / active EE | $1,937 | $4,212-54.0% | $3,453-43.9% | $4,764-59.3% |
| Participant deferral / active EE | $9,436 | $6,366+48.2% | $5,924+59.3% | $5,851+61.3% |
| Admin fee / account holder | $4,798 | $10,521-54.4% | $7,744-38.0% | $11,599-58.6% |