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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 | $162,967-52.2% | $135,792-42.7% | $138,895-44.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 72.6%-5.9pp | 79.9%-13.3pp |
| Annual return | 6.46% | 30.08%-23.6pp | 25.96%-19.5pp | 145.39%-138.9pp |
| Employer contribution / active EE | $4,788 | $4,211+13.7% | $3,496+37.0% | $4,194+14.2% |
| Participant deferral / active EE | $7,955 | $5,640+41.0% | $4,759+67.2% | $6,396+24.4% |
| Admin fee / account holder | $65,754 | $15,306+329.6% | $12,266+436.1% | $12,562+423.4% |