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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 | $104,352 | $110,337-5.4% | $102,383+1.9% | $145,877-28.5% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 6.37% | 24.83%-18.5pp | 24.94%-18.6pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,671 | $4,216-60.4% | $3,870-56.8% | $4,663-64.2% |
| Participant deferral / active EE | $6,203 | $5,621+10.4% | $5,060+22.6% | $6,691-7.3% |
| Admin fee / account holder | $109,566 | $9,750+1023.8% | $8,391+1205.7% | $13,402+717.5% |