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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 | $109,440 | $111,814-2.1% | $103,374+5.9% | $145,959-25.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.67% | 24.77%-17.1pp | 24.89%-17.2pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,505 | $4,214-64.3% | $3,869-61.1% | $4,661-67.7% |
| Participant deferral / active EE | $11,500 | $5,618+104.7% | $5,058+127.4% | $6,689+71.9% |
| Admin fee / account holder | $1,039 | $9,754-89.3% | $8,394-87.6% | $13,398-92.2% |