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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 | $100,970-3.0% | $96,576+1.4% | $137,256-28.7% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 7.11% | 38.16%-31.1pp | 38.47%-31.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $6,449 | $3,809+69.3% | $3,553+81.5% | $4,156+55.2% |
| Participant deferral / active EE | $4,070 | $8,286-50.9% | $7,956-48.8% | $6,407-36.5% |
| Admin fee / account holder | $82,169 | $11,312+626.4% | $11,381+622.0% | $12,270+569.7% |