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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 | $77,155 | $102,422-24.7% | $147,117-47.6% | $80,959-4.7% |
| Participation rate | 64.1% | 75.9%-11.8pp | 82.2%-18.1pp | 67.7%-3.6pp |
| Annual return | 10.66% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,497 | $3,717-59.7% | $4,932-69.7% | $2,757-45.7% |
| Participant deferral / active EE | $9,267 | $6,652+39.3% | $8,065+14.9% | $4,300+115.5% |
| Admin fee / account holder | $31,361 | $7,953+294.3% | $12,993+141.4% | $6,925+352.8% |