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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 | $111,309 | $114,119-2.5% | $107,187+3.8% | $138,895-19.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 7.65% | 273.21%-265.6pp | 204.55%-196.9pp | 145.39%-137.7pp |
| Employer contribution / active EE | $3,488 | $4,059-14.1% | $3,782-7.8% | $4,194-16.8% |
| Participant deferral / active EE | $10,881 | $5,538+96.5% | $5,096+113.5% | $6,396+70.1% |
| Admin fee / account holder | $225,800 | $10,024+2152.7% | $9,162+2364.4% | $12,562+1697.5% |