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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 | $103,513 | $124,980-17.2% | $108,359-4.5% | $154,746-33.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 5.92% | 45.00%-39.1pp | 36.89%-31.0pp | 172.34%-166.4pp |
| Employer contribution / active EE | $10,036 | $2,851+252.1% | $2,399+318.3% | $4,379+129.2% |
| Participant deferral / active EE | $9,655 | $4,743+103.6% | $4,137+133.4% | $6,730+43.4% |
| Admin fee / account holder | $3,776 | $11,502-67.2% | $9,741-61.2% | $14,365-73.7% |