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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 | $54,896 | $183,539-70.1% | $155,556-64.7% | $145,897-62.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.77% | 61.31%-53.5pp | 64.84%-57.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,541 | $5,315-71.0% | $4,675-67.0% | $4,663-66.9% |
| Participant deferral / active EE | $10,138 | $6,467+56.8% | $5,631+80.0% | $6,689+51.5% |
| Admin fee / account holder | $24,504 | $19,275+27.1% | $15,885+54.3% | $13,390+83.0% |