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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 | $112,729-8.2% | $98,716+4.9% | $137,256-24.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 5.92% | 38.48%-32.6pp | 31.81%-25.9pp | 220.34%-214.4pp |
| Employer contribution / active EE | $10,036 | $2,725+268.3% | $2,279+340.5% | $4,156+141.5% |
| Participant deferral / active EE | $9,655 | $4,640+108.1% | $4,048+138.5% | $6,407+50.7% |
| Admin fee / account holder | $3,776 | $10,129-62.7% | $8,703-56.6% | $12,270-69.2% |