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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 | $79,594 | $183,627-56.7% | $155,602-48.8% | $145,978-45.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 7.61% | 61.32%-53.7pp | 64.81%-57.2pp | 550.52%-542.9pp |
| Employer contribution / active EE | $1,133 | $5,316-78.7% | $4,675-75.8% | $4,662-75.7% |
| Participant deferral / active EE | $3,576 | $6,466-44.7% | $5,629-36.5% | $6,690-46.6% |
| Admin fee / account holder | $210,450 | $19,327+988.9% | $15,923+1221.6% | $13,400+1470.5% |