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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 | $51,673 | $91,559-43.6% | $133,978-61.4% | $79,856-35.3% |
| Participation rate | 67.7% | 73.3%-5.7pp | 79.8%-12.2pp | 69.6%-1.9pp |
| Annual return | 6.88% | 61.85%-55.0pp | 45.10%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $2,135 | $2,384-10.4% | $3,919-45.5% | $2,471-13.6% |
| Participant deferral / active EE | $2,119 | $3,734-43.3% | $5,047-58.0% | $3,741-43.4% |
| Admin fee / account holder | $20,882 | $6,321+230.3% | $8,930+133.8% | $5,306+293.5% |