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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 | $76,632 | $201,264-61.9% | $184,185-58.4% | $145,978-47.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.80% | 29.00%-22.2pp | 28.81%-22.0pp | 550.52%-543.7pp |
| Employer contribution / active EE | $2,675 | $7,021-61.9% | $6,426-58.4% | $4,662-42.6% |
| Participant deferral / active EE | $5,350 | $9,806-45.4% | $9,132-41.4% | $6,690-20.0% |
| Admin fee / account holder | $34,145 | $16,376+108.5% | $13,909+145.5% | $13,400+154.8% |