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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 | $56,303 | $181,062-68.9% | $158,223-64.4% | $155,188-63.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 7.45% | 57.39%-49.9pp | 52.09%-44.6pp | 148.84%-141.4pp |
| Employer contribution / active EE | $2,665 | $4,565-41.6% | $4,109-35.1% | $4,248-37.3% |
| Participant deferral / active EE | $11,647 | $6,134+89.9% | $5,467+113.1% | $6,531+78.3% |
| Admin fee / account holder | $59,220 | $18,825+214.6% | $16,047+269.0% | $14,480+309.0% |