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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 | $93,942 | $94,436-0.5% | $115,599-18.7% | $82,637+13.7% |
| Participation rate | 69.5% | 70.4%-0.9pp | 74.3%-4.8pp | 68.1%+1.4pp |
| Annual return | 10.57% | 18.37%-7.8pp | 111.10%-100.5pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,460 | $3,955-37.8% | $4,889-49.7% | $4,126-40.4% |
| Admin fee / account holder | $19,385 | $10,328+87.7% | $12,841+51.0% | $7,339+164.1% |