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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 | $101,465 | $110,248-8.0% | $95,728+6.0% | $139,456-27.2% |
| Participation rate | 45.5% | 75.7%-30.3pp | 72.3%-26.8pp | 80.3%-34.9pp |
| Annual return | 6.10% | 27.16%-21.1pp | 28.40%-22.3pp | 373.45%-367.4pp |
| Employer contribution / active EE | $1,337 | $3,258-59.0% | $2,835-52.9% | $4,753-71.9% |
| Participant deferral / active EE | $3,683 | $4,675-21.2% | $4,245-13.2% | $6,711-45.1% |
| Admin fee / account holder | $77,793 | $6,607+1077.4% | $5,673+1271.3% | $11,407+582.0% |