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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 | $56,479 | $183,592-69.2% | $155,574-63.7% | $145,877-61.3% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 7.42% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $4,954 | $5,317-6.8% | $4,676+6.0% | $4,663+6.3% |
| Participant deferral / active EE | $9,846 | $6,466+52.3% | $5,629+74.9% | $6,691+47.2% |
| Admin fee / account holder | $191,540 | $19,316+891.6% | $15,914+1103.6% | $13,402+1329.2% |