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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 | $100,623 | $211,288-52.4% | $178,540-43.6% | $145,884-31.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 6.53% | 30.27%-23.7pp | 27.15%-20.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,550 | $4,574-66.1% | $3,953-60.8% | $4,662-66.8% |
| Participant deferral / active EE | $4,088 | $6,967-41.3% | $6,281-34.9% | $6,690-38.9% |
| Admin fee / account holder | $10,511 | $12,105-13.2% | $10,424+0.8% | $13,392-21.5% |