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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 | $82,721 | $124,314-33.5% | $109,163-24.2% | $167,518-50.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 7.27% | 26.04%-18.8pp | 25.75%-18.5pp | 478.71%-471.4pp |
| Employer contribution / active EE | $2,287 | $4,209-45.7% | $3,723-38.6% | $4,838-52.7% |
| Participant deferral / active EE | $5,044 | $5,256-4.0% | $4,654+8.4% | $6,342-20.5% |
| Admin fee / account holder | $18,776 | $7,973+135.5% | $6,754+178.0% | $12,312+52.5% |