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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 | $72,133 | $166,089-56.6% | $164,928-56.3% | $145,978-50.6% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.7pp |
| Annual return | 7.83% | 100.26%-92.4pp | 70.08%-62.2pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,174 | $5,276-77.7% | $4,343-73.0% | $4,662-74.8% |
| Participant deferral / active EE | $3,682 | $6,961-47.1% | $6,034-39.0% | $6,690-45.0% |
| Admin fee / account holder | $8,125 | $16,641-51.2% | $12,684-35.9% | $13,400-39.4% |