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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 | $73,038 | $185,312-60.6% | $161,489-54.8% | $154,746-52.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 7.23% | 103.84%-96.6pp | 89.72%-82.5pp | 172.34%-165.1pp |
| Employer contribution / active EE | $3,247 | $4,769-31.9% | $4,268-23.9% | $4,379-25.9% |
| Participant deferral / active EE | $2,700 | $6,350-57.5% | $5,630-52.0% | $6,730-59.9% |
| Admin fee / account holder | $48,514 | $18,654+160.1% | $16,006+203.1% | $14,365+237.7% |