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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 | $100,126 | $199,109-49.7% | $173,730-42.4% | $154,746-35.3% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.6%-10.8pp | 80.7%-12.0pp |
| Annual return | 7.23% | 20.02%-12.8pp | 19.96%-12.7pp | 172.34%-165.1pp |
| Employer contribution / active EE | $1,222 | $5,311-77.0% | $4,577-73.3% | $4,379-72.1% |
| Participant deferral / active EE | $6,452 | $7,113-9.3% | $6,326+2.0% | $6,730-4.1% |
| Admin fee / account holder | $54,589 | $20,916+161.0% | $17,523+211.5% | $14,365+280.0% |