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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 | $108,736 | $124,980-13.0% | $108,359+0.3% | $154,746-29.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 3.33% | 45.00%-41.7pp | 36.89%-33.6pp | 172.34%-169.0pp |
| Employer contribution / active EE | $18,173 | $2,851+537.5% | $2,399+657.4% | $4,379+315.0% |
| Participant deferral / active EE | $10,333 | $4,743+117.9% | $4,137+149.8% | $6,730+53.5% |
| Admin fee / account holder | $1,675 | $11,502-85.4% | $9,741-82.8% | $14,365-88.3% |