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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 | $99,815 | $92,798+7.6% | $96,707+3.2% | $137,256-27.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 9.07% | 31.24%-22.2pp | 34.78%-25.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $4,742 | $4,147+14.3% | $4,191+13.1% | $4,156+14.1% |
| Participant deferral / active EE | $9,530 | $5,877+62.2% | $5,997+58.9% | $6,407+48.7% |
| Admin fee / account holder | $2,021 | $7,946-74.6% | $7,503-73.1% | $12,270-83.5% |