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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 | $84,418 | $211,105-60.0% | $178,449-52.7% | $145,978-42.2% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 6.46% | 30.19%-23.7pp | 27.09%-20.6pp | 550.52%-544.1pp |
| Employer contribution / active EE | $4,198 | $4,569-8.1% | $3,951+6.3% | $4,662-10.0% |
| Participant deferral / active EE | $9,868 | $6,959+41.8% | $6,277+57.2% | $6,690+47.5% |
| Admin fee / account holder | $7,953 | $12,017-33.8% | $10,362-23.2% | $13,400-40.6% |