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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 | $72,952 | $159,934-54.4% | $147,005-50.4% | $145,959-50.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 5.07% | 98.24%-93.2pp | 418.76%-413.7pp | 561.95%-556.9pp |
| Employer contribution / active EE | $1,747 | $5,287-67.0% | $4,934-64.6% | $4,661-62.5% |
| Participant deferral / active EE | $10,767 | $8,427+27.8% | $8,070+33.4% | $6,689+61.0% |
| Admin fee / account holder | $132,122 | $15,053+777.7% | $13,006+915.8% | $13,398+886.1% |