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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 | $76,452 | $182,442-58.1% | $163,379-53.2% | $138,895-45.0% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.8%-7.6pp | 79.9%-10.7pp |
| Annual return | 4.40% | 72.74%-68.3pp | 63.41%-59.0pp | 145.39%-141.0pp |
| Employer contribution / active EE | $2,080 | $4,159-50.0% | $3,752-44.6% | $4,194-50.4% |
| Participant deferral / active EE | $5,505 | $6,817-19.2% | $6,282-12.4% | $6,396-13.9% |
| Admin fee / account holder | $81,918 | $10,396+688.0% | $9,818+734.4% | $12,562+552.1% |