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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 | $71,622 | $185,312-61.4% | $161,489-55.6% | $154,746-53.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 9.95% | 103.84%-93.9pp | 89.72%-79.8pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,448 | $4,769-69.6% | $4,268-66.1% | $4,379-66.9% |
| Participant deferral / active EE | $3,522 | $6,350-44.5% | $5,630-37.4% | $6,730-47.7% |
| Admin fee / account holder | $144,290 | $18,654+673.5% | $16,006+801.5% | $14,365+904.4% |