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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 | $76,565 | $183,592-58.3% | $155,574-50.8% | $145,877-47.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.80% | 61.37%-54.6pp | 64.87%-58.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,264 | $5,317-57.4% | $4,676-51.6% | $4,663-51.5% |
| Participant deferral / active EE | $8,055 | $6,466+24.6% | $5,629+43.1% | $6,691+20.4% |
| Admin fee / account holder | $73,819 | $19,316+282.2% | $15,914+363.9% | $13,402+450.8% |