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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 | $120,240 | $87,166+37.9% | $76,735+56.7% | $137,256-12.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 6.83% | 26.50%-19.7pp | 29.77%-22.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,172 | $2,904-25.2% | $2,454-11.5% | $4,156-47.7% |
| Participant deferral / active EE | $6,699 | $4,726+41.7% | $4,088+63.9% | $6,407+4.6% |
| Admin fee / account holder | $440,157 | $8,403+5138.0% | $7,189+6022.4% | $12,270+3487.2% |