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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 | $114,119-18.2% | $107,187-12.9% | $138,895-32.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 6.99% | 273.21%-266.2pp | 204.55%-197.6pp | 145.39%-138.4pp |
| Employer contribution / active EE | $2,359 | $4,059-41.9% | $3,782-37.6% | $4,194-43.7% |
| Participant deferral / active EE | $7,795 | $5,538+40.8% | $5,096+53.0% | $6,396+21.9% |
| Admin fee / account holder | $114,690 | $10,024+1044.2% | $9,162+1151.8% | $12,562+813.0% |