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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 | $91,269 | $100,970-9.6% | $96,576-5.5% | $137,256-33.5% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 10.50% | 38.16%-27.7pp | 38.47%-28.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $4,040 | $3,809+6.1% | $3,553+13.7% | $4,156-2.8% |
| Participant deferral / active EE | $6,973 | $8,286-15.9% | $7,956-12.4% | $6,407+8.8% |
| Admin fee / account holder | $6,830 | $11,312-39.6% | $11,381-40.0% | $12,270-44.3% |