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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 | $76,458 | $172,111-55.6% | $150,298-49.1% | $137,256-44.3% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 8.75% | 69.37%-60.6pp | 62.79%-54.0pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,036 | $4,636-56.1% | $4,154-51.0% | $4,156-51.0% |
| Participant deferral / active EE | $4,567 | $6,166-25.9% | $5,453-16.2% | $6,407-28.7% |
| Admin fee / account holder | $32,989 | $16,471+100.3% | $14,116+133.7% | $12,270+168.9% |