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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 | $70,026 | $183,539-61.8% | $155,556-55.0% | $145,897-52.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 6.95% | 61.31%-54.4pp | 64.84%-57.9pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,505 | $5,315-71.7% | $4,675-67.8% | $4,663-67.7% |
| Participant deferral / active EE | $2,248 | $6,467-65.2% | $5,631-60.1% | $6,689-66.4% |
| Admin fee / account holder | $15,000 | $19,275-22.2% | $15,885-5.6% | $13,390+12.0% |