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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 | $85,675 | $97,125-11.8% | $86,233-0.6% | $137,256-37.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 6.71% | 74.19%-67.5pp | 61.39%-54.7pp | 220.34%-213.6pp |
| Employer contribution / active EE | $3,049 | $2,841+7.3% | $2,504+21.7% | $4,156-26.6% |
| Participant deferral / active EE | $6,075 | $5,180+17.3% | $4,559+33.3% | $6,407-5.2% |
| Admin fee / account holder | $68,738 | $9,725+606.9% | $8,342+724.0% | $12,270+460.2% |