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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 | $76,547 | $162,136-52.8% | $152,301-49.7% | $154,746-50.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 8.82% | 91.02%-82.2pp | 80.50%-71.7pp | 172.34%-163.5pp |
| Employer contribution / active EE | $3,815 | $4,890-22.0% | $4,624-17.5% | $4,379-12.9% |
| Participant deferral / active EE | $7,415 | $8,341-11.1% | $8,004-7.4% | $6,730+10.2% |
| Admin fee / account holder | $43,620 | $15,759+176.8% | $14,398+203.0% | $14,365+203.6% |