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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 | $70,563 | $178,174-60.4% | $156,181-54.8% | $137,256-48.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 6.70% | 84.19%-77.5pp | 64.87%-58.2pp | 220.34%-213.6pp |
| Employer contribution / active EE | $2,614 | $4,972-47.4% | $4,294-39.1% | $4,156-37.1% |
| Participant deferral / active EE | $7,726 | $6,888+12.2% | $6,132+26.0% | $6,407+20.6% |
| Admin fee / account holder | $93,305 | $17,404+436.1% | $14,586+539.7% | $12,270+660.4% |