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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 | $96,018 | $114,119-15.9% | $107,187-10.4% | $138,895-30.9% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 79.9%-33.3pp |
| Annual return | 6.58% | 273.21%-266.6pp | 204.55%-198.0pp | 145.39%-138.8pp |
| Employer contribution / active EE | $2,134 | $4,059-47.4% | $3,782-43.6% | $4,194-49.1% |
| Participant deferral / active EE | $10,127 | $5,538+82.9% | $5,096+98.7% | $6,396+58.3% |
| Admin fee / account holder | $68,484 | $10,024+583.2% | $9,162+647.5% | $12,562+445.2% |