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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 | $174,379-62.3% | $152,093-56.8% | $138,895-52.7% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 2.79% | 74.86%-72.1pp | 66.36%-63.6pp | 145.39%-142.6pp |
| Employer contribution / active EE | $4,904 | $4,652+5.4% | $4,175+17.5% | $4,194+16.9% |
| Participant deferral / active EE | $10,928 | $6,159+77.4% | $5,451+100.5% | $6,396+70.9% |
| Admin fee / account holder | $192,947 | $16,880+1043.0% | $14,497+1231.0% | $12,562+1435.9% |