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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 | $107,809-7.0% | $97,032+3.4% | $155,188-35.4% |
| Participation rate | 57.1% | 75.5%-18.3pp | 71.6%-14.4pp | 80.8%-23.7pp |
| Annual return | 5.51% | 38.06%-32.6pp | 35.38%-29.9pp | 148.84%-143.3pp |
| Employer contribution / active EE | $852 | $2,911-70.7% | $2,629-67.6% | $4,248-80.0% |
| Participant deferral / active EE | $2,657 | $5,129-48.2% | $4,672-43.1% | $6,531-59.3% |
| Admin fee / account holder | $60,365 | $10,717+463.2% | $9,418+541.0% | $14,480+316.9% |