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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 | $88,459 | $117,895-25.0% | $102,460-13.7% | $145,897-39.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.78% | 31.92%-24.1pp | 29.47%-21.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $7,426 | $3,619+105.2% | $3,025+145.5% | $4,663+59.3% |
| Participant deferral / active EE | $14,852 | $5,736+158.9% | $5,056+193.7% | $6,689+122.0% |
| Admin fee / account holder | $52,743 | $13,353+295.0% | $9,460+457.5% | $13,390+293.9% |