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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 | $94,772 | $183,539-48.4% | $155,556-39.1% | $145,897-35.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 6.65% | 61.31%-54.7pp | 64.84%-58.2pp | 552.29%-545.6pp |
| Employer contribution / active EE | $1,236 | $5,315-76.8% | $4,675-73.6% | $4,663-73.5% |
| Participant deferral / active EE | $8,317 | $6,467+28.6% | $5,631+47.7% | $6,689+24.3% |
| Admin fee / account holder | $38,560 | $19,275+100.1% | $15,885+142.7% | $13,390+188.0% |