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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 | $70,577 | $223,823-68.5% | $211,142-66.6% | $154,746-54.4% |
| Participation rate | 65.0% | 87.9%-22.9pp | 87.3%-22.3pp | 80.7%-15.7pp |
| Annual return | 8.11% | 50.39%-42.3pp | 46.84%-38.7pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,680 | $6,787-75.3% | $6,442-73.9% | $4,379-61.6% |
| Participant deferral / active EE | $4,873 | $9,750-50.0% | $9,284-47.5% | $6,730-27.6% |
| Admin fee / account holder | $30,921 | $19,707+56.9% | $19,076+62.1% | $14,365+115.2% |