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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 | $80,025 | $110,337-27.5% | $102,383-21.8% | $145,877-45.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.84% | 24.83%-16.0pp | 24.94%-16.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,827 | $4,216-32.9% | $3,870-27.0% | $4,663-39.4% |
| Participant deferral / active EE | $3,488 | $5,621-37.9% | $5,060-31.1% | $6,691-47.9% |
| Admin fee / account holder | $20,606 | $9,750+111.3% | $8,391+145.6% | $13,402+53.7% |