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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 | $82,351 | $176,786-53.4% | $146,643-43.8% | $167,536-50.8% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 8.56% | 24.04%-15.5pp | 22.75%-14.2pp | 478.82%-470.3pp |
| Employer contribution / active EE | $1,711 | $5,161-66.9% | $4,137-58.6% | $4,839-64.6% |
| Participant deferral / active EE | $6,432 | $6,440-0.1% | $5,506+16.8% | $6,342+1.4% |
| Admin fee / account holder | $2,795 | $13,262-78.9% | $10,280-72.8% | $12,315-77.3% |