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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 | $185,312-69.6% | $161,489-65.1% | $154,746-63.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 7.45% | 103.84%-96.4pp | 89.72%-82.3pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,665 | $4,769-44.1% | $4,268-37.6% | $4,379-39.1% |
| Participant deferral / active EE | $11,647 | $6,350+83.4% | $5,630+106.9% | $6,730+73.1% |
| Admin fee / account holder | $59,220 | $18,654+217.5% | $16,006+270.0% | $14,365+312.2% |