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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 | $78,244 | $162,136-51.7% | $152,301-48.6% | $154,746-49.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 11.42% | 91.02%-79.6pp | 80.50%-69.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,727 | $4,890-44.2% | $4,624-41.0% | $4,379-37.7% |
| Participant deferral / active EE | $7,032 | $8,341-15.7% | $8,004-12.1% | $6,730+4.5% |
| Admin fee / account holder | $22,698 | $15,759+44.0% | $14,398+57.7% | $14,365+58.0% |