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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 | $88,050 | $197,637-55.4% | $177,848-50.5% | $158,982-44.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 0.80% | 58.77%-58.0pp | 48.33%-47.5pp | 302.99%-302.2pp |
| Employer contribution / active EE | $1,756 | $6,698-73.8% | $5,919-70.3% | $4,763-63.1% |
| Participant deferral / active EE | $9,939 | $8,405+18.3% | $7,714+28.9% | $5,983+66.1% |
| Admin fee / account holder | $28,201 | $15,406+83.0% | $12,431+126.9% | $11,252+150.6% |