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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 | $75,197 | $115,225-34.7% | $100,712-25.3% | $138,895-45.9% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.3%-49.3pp | 79.9%-59.9pp |
| Annual return | 9.40% | 40.35%-31.0pp | 33.27%-23.9pp | 145.39%-136.0pp |
| Employer contribution / active EE | $10,674 | $2,771+285.2% | $2,313+361.6% | $4,194+154.5% |
| Participant deferral / active EE | $20,958 | $4,699+346.0% | $4,085+413.0% | $6,396+227.7% |
| Admin fee / account holder | $326,706 | $10,844+2912.8% | $9,256+3429.6% | $12,562+2500.7% |