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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 | $65,500 | $183,516-64.3% | $155,534-57.9% | $145,884-55.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.48% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,951 | $5,315-44.5% | $4,675-36.9% | $4,662-36.7% |
| Participant deferral / active EE | $11,018 | $6,467+70.4% | $5,630+95.7% | $6,690+64.7% |
| Admin fee / account holder | $8,944 | $19,293-53.6% | $15,900-43.8% | $13,392-33.2% |