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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 | $100,601 | $100,203+0.4% | $85,240+18.0% | $145,897-31.0% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 6.18% | 84.28%-78.1pp | 66.75%-60.6pp | 552.29%-546.1pp |
| Employer contribution / active EE | $1,099 | $3,242-66.1% | $2,735-59.8% | $4,663-76.4% |
| Participant deferral / active EE | $4,312 | $5,299-18.6% | $4,527-4.8% | $6,689-35.5% |
| Admin fee / account holder | $8,490 | $7,265+16.9% | $6,165+37.7% | $13,390-36.6% |