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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 | $63,049 | $210,908-70.1% | $153,643-59.0% | $145,884-56.8% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.72% | 13.46%-5.7pp | 15.71%-8.0pp | 551.85%-544.1pp |
| Employer contribution / active EE | $5,800 | $6,055-4.2% | $5,039+15.1% | $4,662+24.4% |
| Participant deferral / active EE | $11,460 | $7,976+43.7% | $6,754+69.7% | $6,690+71.3% |
| Admin fee / account holder | $38,114 | $19,477+95.7% | $12,739+199.2% | $13,392+184.6% |