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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 | $76,047 | $111,814-32.0% | $103,378-26.4% | $145,978-47.9% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 6.10% | 24.80%-18.7pp | 24.91%-18.8pp | 550.52%-544.4pp |
| Employer contribution / active EE | $3,685 | $4,215-12.6% | $3,870-4.8% | $4,662-21.0% |
| Participant deferral / active EE | $5,714 | $5,618+1.7% | $5,058+13.0% | $6,690-14.6% |
| Admin fee / account holder | $22,535 | $9,764+130.8% | $8,401+168.3% | $13,400+68.2% |