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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 | $71,182 | $154,228-53.8% | $145,433-51.1% | $137,256-48.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 6.62% | 74.59%-68.0pp | 66.58%-60.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,118 | $4,804-55.9% | $4,554-53.5% | $4,156-49.0% |
| Participant deferral / active EE | $2,887 | $8,216-64.9% | $7,897-63.4% | $6,407-54.9% |
| Admin fee / account holder | $91,589 | $14,344+538.5% | $13,129+597.6% | $12,270+646.4% |