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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 | $209,336-66.3% | $197,124-64.2% | $137,256-48.6% |
| Participation rate | 65.0% | 87.3%-22.3pp | 86.7%-21.7pp | 80.0%-15.0pp |
| Annual return | 8.11% | 48.09%-40.0pp | 44.34%-36.2pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,680 | $6,591-74.5% | $6,227-73.0% | $4,156-59.6% |
| Participant deferral / active EE | $4,873 | $9,614-49.3% | $9,135-46.7% | $6,407-23.9% |
| Admin fee / account holder | $30,921 | $17,308+78.7% | $16,298+89.7% | $12,270+152.0% |