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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 | $81,554 | $183,592-55.6% | $155,574-47.6% | $145,877-44.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 4.37% | 61.37%-57.0pp | 64.87%-60.5pp | 551.28%-546.9pp |
| Employer contribution / active EE | $4,335 | $5,317-18.5% | $4,676-7.3% | $4,663-7.0% |
| Participant deferral / active EE | $5,857 | $6,466-9.4% | $5,629+4.1% | $6,691-12.5% |
| Admin fee / account holder | $138,651 | $19,316+617.8% | $15,914+771.2% | $13,402+934.5% |