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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 | $69,120 | $118,496-41.7% | $98,461-29.8% | $139,466-50.4% |
| Participation rate | 42.9% | 77.5%-34.6pp | 75.2%-32.3pp | 80.3%-37.5pp |
| Annual return | 6.04% | 18.96%-12.9pp | 21.17%-15.1pp | 373.66%-367.6pp |
| Employer contribution / active EE | $3,303 | $3,611-8.5% | $3,049+8.3% | $4,754-30.5% |
| Participant deferral / active EE | $8,751 | $5,393+62.3% | $4,738+84.7% | $6,712+30.4% |
| Admin fee / account holder | $138,946 | $14,056+888.5% | $8,961+1450.6% | $11,409+1117.9% |