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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 | $66,567 | $112,729-40.9% | $98,716-32.6% | $137,256-51.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 4.76% | 38.48%-33.7pp | 31.81%-27.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $2,235 | $2,725-18.0% | $2,279-1.9% | $4,156-46.2% |
| Participant deferral / active EE | $2,611 | $4,640-43.7% | $4,048-35.5% | $6,407-59.3% |
| Admin fee / account holder | $61,862 | $10,129+510.8% | $8,703+610.8% | $12,270+404.2% |