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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 | $54,764 | $166,242-67.1% | $165,071-66.8% | $145,884-62.5% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 5.90% | 100.44%-94.5pp | 70.17%-64.3pp | 551.85%-545.9pp |
| Employer contribution / active EE | $2,213 | $5,283-58.1% | $4,347-49.1% | $4,662-52.5% |
| Participant deferral / active EE | $7,055 | $6,964+1.3% | $6,035+16.9% | $6,690+5.5% |
| Admin fee / account holder | $37,350 | $16,658+124.2% | $12,695+194.2% | $13,392+178.9% |