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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 | $118,580 | $202,463-41.4% | $169,397-30.0% | $139,487-15.0% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 7.12% | 532.64%-525.5pp | 406.23%-399.1pp | 373.84%-366.7pp |
| Employer contribution / active EE | $3,016 | $4,694-35.7% | $4,013-24.8% | $4,755-36.6% |
| Participant deferral / active EE | $5,498 | $6,941-20.8% | $6,223-11.6% | $6,713-18.1% |
| Admin fee / account holder | $46,453 | $10,726+333.1% | $9,017+415.2% | $11,407+307.2% |