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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 | $65,015 | $185,883-65.0% | $170,043-61.8% | $139,466-53.4% |
| Participation rate | 68.2% | 87.8%-19.6pp | 87.0%-18.8pp | 80.3%-12.2pp |
| Annual return | 8.04% | 60.54%-52.5pp | 53.40%-45.4pp | 373.66%-365.6pp |
| Employer contribution / active EE | $2,162 | $7,596-71.5% | $6,790-68.2% | $4,754-54.5% |
| Participant deferral / active EE | $4,200 | $11,626-63.9% | $10,410-59.7% | $6,712-37.4% |
| Admin fee / account holder | $6,259 | $15,393-59.3% | $12,824-51.2% | $11,409-45.1% |