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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 | $100,288 | $108,882-7.9% | $96,754+3.7% | $154,746-35.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 5.51% | 98.39%-92.9pp | 82.04%-76.5pp | 172.34%-166.8pp |
| Employer contribution / active EE | $852 | $3,018-71.8% | $2,679-68.2% | $4,379-80.6% |
| Participant deferral / active EE | $2,657 | $5,323-50.1% | $4,758-44.2% | $6,730-60.5% |
| Admin fee / account holder | $60,365 | $10,200+491.8% | $8,905+577.9% | $14,365+320.2% |