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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 | $99,701 | $112,729-11.6% | $98,716+1.0% | $137,256-27.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 7.09% | 38.48%-31.4pp | 31.81%-24.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $5,647 | $2,725+107.2% | $2,279+147.8% | $4,156+35.9% |
| Participant deferral / active EE | $7,312 | $4,640+57.6% | $4,048+80.6% | $6,407+14.1% |
| Admin fee / account holder | $14,898 | $10,129+47.1% | $8,703+71.2% | $12,270+21.4% |