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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 | $102,056 | $111,787-8.7% | $93,681+8.9% | $145,978-30.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 5.97% | 203.52%-197.5pp | 133.47%-127.5pp | 550.52%-544.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,000 | $4,918+103.4% | $4,415+126.5% | $6,690+49.5% |
| Admin fee / account holder | $16,963 | $10,256+65.4% | $8,290+104.6% | $13,400+26.6% |