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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 | $183,539-69.2% | $155,556-63.7% | $145,897-61.3% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 7.42% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $4,954 | $5,315-6.8% | $4,675+6.0% | $4,663+6.3% |
| Participant deferral / active EE | $9,846 | $6,467+52.3% | $5,631+74.9% | $6,689+47.2% |
| Admin fee / account holder | $191,540 | $19,275+893.7% | $15,885+1105.8% | $13,390+1330.4% |