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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 | $111,797 | $124,330-10.1% | $109,173+2.4% | $167,536-33.3% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 5.90% | 26.04%-20.1pp | 25.75%-19.8pp | 478.82%-472.9pp |
| Employer contribution / active EE | $1,785 | $4,209-57.6% | $3,723-52.0% | $4,839-63.1% |
| Participant deferral / active EE | $6,875 | $5,256+30.8% | $4,654+47.7% | $6,342+8.4% |
| Admin fee / account holder | $657 | $7,974-91.8% | $6,755-90.3% | $12,315-94.7% |