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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 | $67,349 | $201,344-66.6% | $184,243-63.4% | $145,877-53.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 3.73% | 29.01%-25.3pp | 28.82%-25.1pp | 551.28%-547.6pp |
| Employer contribution / active EE | $3,004 | $7,022-57.2% | $6,427-53.3% | $4,663-35.6% |
| Participant deferral / active EE | $7,712 | $9,807-21.4% | $9,132-15.6% | $6,691+15.3% |
| Admin fee / account holder | $63,433 | $16,382+287.2% | $13,914+355.9% | $13,402+373.3% |