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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 | $211,239-60.0% | $178,528-52.7% | $145,877-42.1% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 6.46% | 30.22%-23.8pp | 27.11%-20.7pp | 551.28%-544.8pp |
| Employer contribution / active EE | $4,198 | $4,570-8.2% | $3,950+6.3% | $4,663-10.0% |
| Participant deferral / active EE | $9,868 | $6,963+41.7% | $6,278+57.2% | $6,691+47.5% |
| Admin fee / account holder | $7,953 | $12,095-34.2% | $10,419-23.7% | $13,402-40.7% |