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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 | $77,846 | $161,352-51.8% | $134,172-42.0% | $137,256-43.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 6.46% | 28.72%-22.3pp | 25.30%-18.8pp | 220.34%-213.9pp |
| Employer contribution / active EE | $4,788 | $4,099+16.8% | $3,420+40.0% | $4,156+15.2% |
| Participant deferral / active EE | $7,955 | $5,552+43.3% | $4,690+69.6% | $6,407+24.2% |
| Admin fee / account holder | $65,754 | $15,028+337.5% | $12,016+447.2% | $12,270+435.9% |