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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 | $108,501 | $124,425-12.8% | $112,040-3.2% | $137,256-20.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 10.11% | 24.72%-14.6pp | 24.52%-14.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,452 | $3,411-57.4% | $2,954-50.8% | $4,156-65.1% |
| Participant deferral / active EE | $8,478 | $5,718+48.3% | $5,098+66.3% | $6,407+32.3% |
| Admin fee / account holder | $5,058 | $15,207-66.7% | $12,098-58.2% | $12,270-58.8% |