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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 | $75,591 | $183,627-58.8% | $155,602-51.4% | $145,978-48.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.53% | 61.32%-53.8pp | 64.81%-57.3pp | 550.52%-543.0pp |
| Employer contribution / active EE | $3,740 | $5,316-29.7% | $4,675-20.0% | $4,662-19.8% |
| Participant deferral / active EE | $6,334 | $6,466-2.0% | $5,629+12.5% | $6,690-5.3% |
| Admin fee / account holder | $32,807 | $19,327+69.7% | $15,923+106.0% | $13,400+144.8% |