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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 | $162,136-48.7% | $152,301-45.4% | $154,746-46.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 6.31% | 91.02%-84.7pp | 80.50%-74.2pp | 172.34%-166.0pp |
| Employer contribution / active EE | $2,305 | $4,890-52.9% | $4,624-50.2% | $4,379-47.4% |
| Participant deferral / active EE | $15,650 | $8,341+87.6% | $8,004+95.5% | $6,730+132.5% |
| Admin fee / account holder | $127,635 | $15,759+709.9% | $14,398+786.5% | $14,365+788.5% |