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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 | $97,927 | $107,666-9.0% | $102,184-4.2% | $154,746-36.7% |
| Participation rate | 60.0% | 83.7%-23.7pp | 82.6%-22.6pp | 80.7%-20.7pp |
| Annual return | 7.11% | 29.33%-22.2pp | 31.58%-24.5pp | 172.34%-165.2pp |
| Employer contribution / active EE | $6,449 | $3,846+67.7% | $3,594+79.5% | $4,379+47.3% |
| Participant deferral / active EE | $4,070 | $8,719-53.3% | $8,309-51.0% | $6,730-39.5% |
| Admin fee / account holder | $82,169 | $12,943+534.8% | $11,609+607.8% | $14,365+472.0% |