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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 | $79,881 | $217,432-63.3% | $185,851-57.0% | $167,553-52.3% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 6.29% | 148.43%-142.1pp | 122.11%-115.8pp | 478.89%-472.6pp |
| Employer contribution / active EE | $1,948 | $5,874-66.8% | $5,168-62.3% | $4,840-59.8% |
| Participant deferral / active EE | $4,501 | $6,357-29.2% | $5,569-19.2% | $6,343-29.0% |
| Admin fee / account holder | $73,215 | $19,820+269.4% | $16,245+350.7% | $12,316+494.5% |