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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 | $104,911 | $111,814-6.2% | $103,378+1.5% | $145,978-28.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.00% | 24.80%-18.8pp | 24.91%-18.9pp | 550.52%-544.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,155 | $5,618-8.2% | $5,058+1.9% | $6,690-22.9% |
| Admin fee / account holder | $111,281 | $9,764+1039.7% | $8,401+1224.6% | $13,400+730.4% |