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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 | $96,951 | $110,337-12.1% | $102,383-5.3% | $145,877-33.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.14% | 24.83%-17.7pp | 24.94%-17.8pp | 551.28%-544.1pp |
| Employer contribution / active EE | $11,025 | $4,216+161.5% | $3,870+184.9% | $4,663+136.4% |
| Participant deferral / active EE | $20,000 | $5,621+255.8% | $5,060+295.3% | $6,691+198.9% |
| Admin fee / account holder | $498 | $9,750-94.9% | $8,391-94.1% | $13,402-96.3% |