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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 | $90,374 | $91,037-0.7% | $71,671+26.1% | $147,586-38.8% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 8.81% | 20.48%-11.7pp | 20.65%-11.8pp | 578.59%-569.8pp |
| Employer contribution / active EE | $2,799 | $3,327-15.9% | $2,460+13.8% | $4,876-42.6% |
| Participant deferral / active EE | $9,255 | $4,498+105.7% | $3,438+169.2% | $5,439+70.2% |
| Admin fee / account holder | $123,146 | $8,613+1329.8% | $5,558+2115.5% | $10,886+1031.3% |