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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 | $84,583 | $174,379-51.5% | $152,093-44.4% | $138,895-39.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 3.38% | 74.86%-71.5pp | 66.36%-63.0pp | 145.39%-142.0pp |
| Employer contribution / active EE | $3,593 | $4,652-22.8% | $4,175-13.9% | $4,194-14.3% |
| Participant deferral / active EE | $7,661 | $6,159+24.4% | $5,451+40.5% | $6,396+19.8% |
| Admin fee / account holder | $250,036 | $16,880+1381.3% | $14,497+1624.8% | $12,562+1890.4% |