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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 | $132,115 | $102,609+28.8% | $98,090+34.7% | $138,895-4.9% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 6.10% | 36.44%-30.3pp | 37.05%-30.9pp | 145.39%-139.3pp |
| Employer contribution / active EE | $1,592 | $3,867-58.8% | $3,606-55.9% | $4,194-62.0% |
| Participant deferral / active EE | $7,132 | $8,167-12.7% | $7,845-9.1% | $6,396+11.5% |
| Admin fee / account holder | $166,194 | $11,434+1353.5% | $11,815+1306.6% | $12,562+1223.0% |