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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 | $73,957 | $96,236-23.2% | $133,698-44.7% | $80,959-8.6% |
| Participation rate | 66.7% | 71.2%-4.5pp | 76.4%-9.8pp | 67.7%-1.0pp |
| Annual return | 10.50% | 28.74%-18.2pp | 580.90%-570.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,597 | $3,350-22.5% | $4,218-38.4% | $2,757-5.8% |
| Participant deferral / active EE | $3,965 | $5,709-30.5% | $7,016-43.5% | $4,300-7.8% |
| Admin fee / account holder | $43,002 | $8,250+421.2% | $6,703+541.6% | $6,925+520.9% |