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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 | $124,980-46.7% | $108,359-38.6% | $154,746-57.0% |
| Participation rate | 37.5% | 75.2%-37.7pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 4.76% | 45.00%-40.2pp | 36.89%-32.1pp | 172.34%-167.6pp |
| Employer contribution / active EE | $2,235 | $2,851-21.6% | $2,399-6.9% | $4,379-49.0% |
| Participant deferral / active EE | $2,611 | $4,743-45.0% | $4,137-36.9% | $6,730-61.2% |
| Admin fee / account holder | $61,862 | $11,502+437.8% | $9,741+535.1% | $14,365+330.6% |