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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 | $93,340 | $111,535-16.3% | $105,223-11.3% | $137,256-32.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 6.99% | 237.85%-230.9pp | 180.65%-173.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,359 | $3,939-40.1% | $3,689-36.0% | $4,156-43.2% |
| Participant deferral / active EE | $7,795 | $5,500+41.7% | $5,072+53.7% | $6,407+21.7% |
| Admin fee / account holder | $114,690 | $9,721+1079.8% | $8,859+1194.7% | $12,270+834.7% |