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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 | $73,955 | $110,410-33.0% | $102,437-27.8% | $145,897-49.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 5.96% | 24.85%-18.9pp | 24.95%-19.0pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,875 | $4,217-55.5% | $3,871-51.6% | $4,663-59.8% |
| Participant deferral / active EE | $1,843 | $5,622-67.2% | $5,060-63.6% | $6,689-72.4% |
| Admin fee / account holder | $26,280 | $9,745+169.7% | $8,388+213.3% | $13,390+96.3% |