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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 | $101,587 | $112,729-9.9% | $98,716+2.9% | $137,256-26.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 9.77% | 38.48%-28.7pp | 31.81%-22.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,892 | $2,725-30.6% | $2,279-17.0% | $4,156-54.5% |
| Participant deferral / active EE | $3,641 | $4,640-21.5% | $4,048-10.1% | $6,407-43.2% |
| Admin fee / account holder | $19,012 | $10,129+87.7% | $8,703+118.5% | $12,270+54.9% |