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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 | $174,379-58.9% | $152,093-52.9% | $138,895-48.4% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 9.95% | 74.86%-64.9pp | 66.36%-56.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,448 | $4,652-68.9% | $4,175-65.3% | $4,194-65.5% |
| Participant deferral / active EE | $3,522 | $6,159-42.8% | $5,451-35.4% | $6,396-44.9% |
| Admin fee / account holder | $144,290 | $16,880+754.8% | $14,497+895.3% | $12,562+1048.6% |