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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 | $110,099 | $124,351-11.5% | $109,188+0.8% | $167,553-34.3% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 6.99% | 26.04%-19.1pp | 25.76%-18.8pp | 478.89%-471.9pp |
| Employer contribution / active EE | $2,035 | $4,210-51.7% | $3,723-45.3% | $4,840-57.9% |
| Participant deferral / active EE | $2,797 | $5,257-46.8% | $4,654-39.9% | $6,343-55.9% |
| Admin fee / account holder | $66,579 | $7,975+734.8% | $6,755+885.6% | $12,316+440.6% |