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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 | $83,138 | $154,228-46.1% | $145,433-42.8% | $137,256-39.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 6.31% | 74.59%-68.3pp | 66.58%-60.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $2,305 | $4,804-52.0% | $4,554-49.4% | $4,156-44.5% |
| Participant deferral / active EE | $15,650 | $8,216+90.5% | $7,897+98.2% | $6,407+144.3% |
| Admin fee / account holder | $127,635 | $14,344+789.8% | $13,129+872.2% | $12,270+940.2% |