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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 | $42,158 | $162,136-74.0% | $152,301-72.3% | $154,746-72.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 4.53% | 91.02%-86.5pp | 80.50%-76.0pp | 172.34%-167.8pp |
| Employer contribution / active EE | $8,173 | $4,890+67.1% | $4,624+76.7% | $4,379+86.6% |
| Participant deferral / active EE | $9,867 | $8,341+18.3% | $8,004+23.3% | $6,730+46.6% |
| Admin fee / account holder | $87,533 | $15,759+455.4% | $14,398+508.0% | $14,365+509.3% |