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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 | $61,184 | $154,228-60.3% | $145,433-57.9% | $137,256-55.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.20% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,018 | $4,804-58.0% | $4,554-55.7% | $4,156-51.4% |
| Participant deferral / active EE | $5,988 | $8,216-27.1% | $7,897-24.2% | $6,407-6.5% |
| Admin fee / account holder | $80,865 | $14,344+463.8% | $13,129+515.9% | $12,270+559.0% |