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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 | $88,890 | $201,372-55.9% | $184,260-51.8% | $145,884-39.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.09% | 29.04%-19.9pp | 28.84%-19.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $6,245 | $7,024-11.1% | $6,427-2.8% | $4,662+33.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,961 | $16,362-63.6% | $13,898-57.1% | $13,392-55.5% |