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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 | $117,956 | $162,136-27.2% | $152,301-22.6% | $154,746-23.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 6.39% | 91.02%-84.6pp | 80.50%-74.1pp | 172.34%-165.9pp |
| Employer contribution / active EE | $2,493 | $4,890-49.0% | $4,624-46.1% | $4,379-43.1% |
| Participant deferral / active EE | $6,438 | $8,341-22.8% | $8,004-19.6% | $6,730-4.3% |
| Admin fee / account holder | $65,143 | $15,759+313.4% | $14,398+352.5% | $14,365+353.5% |