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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 | $185,312-58.7% | $161,489-52.7% | $154,746-50.6% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 8.75% | 103.84%-95.1pp | 89.72%-81.0pp | 172.34%-163.6pp |
| Employer contribution / active EE | $2,036 | $4,769-57.3% | $4,268-52.3% | $4,379-53.5% |
| Participant deferral / active EE | $4,567 | $6,350-28.1% | $5,630-18.9% | $6,730-32.1% |
| Admin fee / account holder | $32,989 | $18,654+76.8% | $16,006+106.1% | $14,365+129.6% |