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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 | $75,458 | $165,399-54.4% | $149,745-49.6% | $158,982-52.5% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 6.35% | 348.34%-342.0pp | 276.72%-270.4pp | 302.99%-296.6pp |
| Employer contribution / active EE | $2,455 | $5,105-51.9% | $4,646-47.2% | $4,763-48.5% |
| Participant deferral / active EE | $5,975 | $7,183-16.8% | $6,843-12.7% | $5,983-0.1% |
| Admin fee / account holder | $15,297 | $10,811+41.5% | $9,312+64.3% | $11,252+36.0% |