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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 | $60,098 | $110,337-45.5% | $102,383-41.3% | $145,877-58.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 7.47% | 24.83%-17.4pp | 24.94%-17.5pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,980 | $4,216-29.3% | $3,870-23.0% | $4,663-36.1% |
| Participant deferral / active EE | $6,859 | $5,621+22.0% | $5,060+35.6% | $6,691+2.5% |
| Admin fee / account holder | $88,646 | $9,750+809.2% | $8,391+956.4% | $13,402+561.4% |