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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 | $81,336 | $166,268-51.1% | $165,100-50.7% | $145,897-44.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 6.60% | 100.52%-93.9pp | 70.21%-63.6pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,934 | $5,284-63.4% | $4,348-55.5% | $4,663-58.5% |
| Participant deferral / active EE | $5,553 | $6,964-20.3% | $6,035-8.0% | $6,689-17.0% |
| Admin fee / account holder | $36,028 | $16,659+116.3% | $12,696+183.8% | $13,390+169.1% |