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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 | $110,023 | $110,337-0.3% | $102,383+7.5% | $145,877-24.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.08% | 24.83%-16.8pp | 24.94%-16.9pp | 551.28%-543.2pp |
| Employer contribution / active EE | $3,436 | $4,216-18.5% | $3,870-11.2% | $4,663-26.3% |
| Participant deferral / active EE | $5,434 | $5,621-3.3% | $5,060+7.4% | $6,691-18.8% |
| Admin fee / account holder | $14,082 | $9,750+44.4% | $8,391+67.8% | $13,402+5.1% |