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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 | $62,949 | $183,516-65.7% | $155,534-59.5% | $145,884-56.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.51% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,065 | $5,315-61.1% | $4,675-55.8% | $4,662-55.7% |
| Participant deferral / active EE | $6,159 | $6,467-4.8% | $5,630+9.4% | $6,690-7.9% |
| Admin fee / account holder | $1,432 | $19,293-92.6% | $15,900-91.0% | $13,392-89.3% |