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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 | $139,079 | $201,344-30.9% | $184,243-24.5% | $145,877-4.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 7.68% | 29.01%-21.3pp | 28.82%-21.1pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,786 | $7,022-74.6% | $6,427-72.2% | $4,663-61.7% |
| Participant deferral / active EE | $9,941 | $9,807+1.4% | $9,132+8.9% | $6,691+48.6% |
| Admin fee / account holder | $195,691 | $16,382+1094.6% | $13,914+1306.5% | $13,402+1360.1% |