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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 | $72,686 | $202,440-64.1% | $169,390-57.1% | $139,466-47.9% |
| Participation rate | 14.3% | 81.1%-66.8pp | 77.2%-62.9pp | 80.3%-66.0pp |
| Annual return | 8.72% | 532.36%-523.6pp | 406.07%-397.3pp | 373.66%-364.9pp |
| Employer contribution / active EE | $1,950 | $4,693-58.5% | $4,013-51.4% | $4,754-59.0% |
| Participant deferral / active EE | $2,283 | $6,940-67.1% | $6,222-63.3% | $6,712-66.0% |
| Admin fee / account holder | $40,324 | $10,722+276.1% | $9,015+347.3% | $11,409+253.5% |