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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 | $76,672 | $157,296-51.3% | $141,191-45.7% | $152,897-49.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 9.96% | 64.34%-54.4pp | 71.41%-61.4pp | 345.43%-335.5pp |
| Employer contribution / active EE | $2,998 | $5,262-43.0% | $4,736-36.7% | $4,764-37.1% |
| Participant deferral / active EE | $11,583 | $7,111+62.9% | $6,710+72.6% | $5,851+98.0% |
| Admin fee / account holder | $79,751 | $12,125+557.8% | $10,264+677.0% | $11,599+587.5% |