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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 | $78,078 | $174,379-55.2% | $152,093-48.7% | $138,895-43.8% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 10.81% | 74.86%-64.0pp | 66.36%-55.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,313 | $4,652-50.3% | $4,175-44.6% | $4,194-44.9% |
| Participant deferral / active EE | $5,985 | $6,159-2.8% | $5,451+9.8% | $6,396-6.4% |
| Admin fee / account holder | $64,768 | $16,880+283.7% | $14,497+346.8% | $12,562+415.6% |