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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 | $80,342 | $183,592-56.2% | $155,567-48.4% | $145,959-45.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.39% | 61.24%-52.9pp | 64.74%-56.3pp | 561.95%-553.6pp |
| Employer contribution / active EE | $2,469 | $5,315-53.5% | $4,674-47.2% | $4,661-47.0% |
| Participant deferral / active EE | $5,366 | $6,464-17.0% | $5,628-4.6% | $6,689-19.8% |
| Admin fee / account holder | $1,874 | $19,318-90.3% | $15,916-88.2% | $13,398-86.0% |