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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 | $79,521 | $183,539-56.7% | $155,556-48.9% | $145,897-45.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.15% | 61.31%-53.2pp | 64.84%-56.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,688 | $5,315-68.2% | $4,675-63.9% | $4,663-63.8% |
| Participant deferral / active EE | $3,632 | $6,467-43.8% | $5,631-35.5% | $6,689-45.7% |
| Admin fee / account holder | $48,520 | $19,275+151.7% | $15,885+205.4% | $13,390+262.4% |