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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 | $166,131-51.0% | $164,975-50.7% | $145,877-44.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 6.60% | 100.37%-93.8pp | 70.12%-63.5pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,934 | $5,276-63.3% | $4,343-55.5% | $4,663-58.5% |
| Participant deferral / active EE | $5,553 | $6,962-20.2% | $6,033-8.0% | $6,691-17.0% |
| Admin fee / account holder | $36,028 | $16,648+116.4% | $12,688+183.9% | $13,402+168.8% |