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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 | $72,433 | $210,343-65.6% | $153,476-52.8% | $145,978-50.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.53% | 13.38%-5.8pp | 15.66%-8.1pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,669 | $6,047-72.4% | $5,038-66.9% | $4,662-64.2% |
| Participant deferral / active EE | $2,206 | $7,977-72.3% | $6,759-67.4% | $6,690-67.0% |
| Admin fee / account holder | $471,384 | $19,424+2326.9% | $12,729+3603.2% | $13,400+3417.7% |