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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 | $65,744 | $185,312-64.5% | $161,489-59.3% | $154,746-57.5% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 2.79% | 103.84%-101.0pp | 89.72%-86.9pp | 172.34%-169.5pp |
| Employer contribution / active EE | $4,904 | $4,769+2.8% | $4,268+14.9% | $4,379+12.0% |
| Participant deferral / active EE | $10,928 | $6,350+72.1% | $5,630+94.1% | $6,730+62.4% |
| Admin fee / account holder | $192,947 | $18,654+934.3% | $16,006+1105.5% | $14,365+1243.2% |