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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 | $79,196 | $181,062-56.3% | $158,223-49.9% | $155,188-49.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 7.73% | 57.39%-49.7pp | 52.09%-44.4pp | 148.84%-141.1pp |
| Employer contribution / active EE | $1,620 | $4,565-64.5% | $4,109-60.6% | $4,248-61.9% |
| Participant deferral / active EE | $5,447 | $6,134-11.2% | $5,467-0.4% | $6,531-16.6% |
| Admin fee / account holder | $65,804 | $18,825+249.6% | $16,047+310.1% | $14,480+354.5% |