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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 | $210,510-70.0% | $153,500-58.9% | $145,877-56.8% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.72% | 13.45%-5.7pp | 15.70%-8.0pp | 551.28%-543.6pp |
| Employer contribution / active EE | $5,800 | $6,052-4.2% | $5,039+15.1% | $4,663+24.4% |
| Participant deferral / active EE | $11,460 | $7,974+43.7% | $6,756+69.6% | $6,691+71.3% |
| Admin fee / account holder | $38,114 | $19,455+95.9% | $12,736+199.3% | $13,402+184.4% |