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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 | $72,956 | $202,440-64.0% | $169,390-56.9% | $139,466-47.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 8.34% | 532.36%-524.0pp | 406.07%-397.7pp | 373.66%-365.3pp |
| Employer contribution / active EE | $3,218 | $4,693-31.4% | $4,013-19.8% | $4,754-32.3% |
| Participant deferral / active EE | $10,150 | $6,940+46.2% | $6,222+63.1% | $6,712+51.2% |
| Admin fee / account holder | $35,230 | $10,722+228.6% | $9,015+290.8% | $11,409+208.8% |