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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 | $110,337-31.1% | $102,383-25.7% | $145,877-47.9% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 6.10% | 24.83%-18.7pp | 24.94%-18.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $3,685 | $4,216-12.6% | $3,870-4.8% | $4,663-21.0% |
| Participant deferral / active EE | $5,714 | $5,621+1.7% | $5,060+12.9% | $6,691-14.6% |
| Admin fee / account holder | $22,535 | $9,750+131.1% | $8,391+168.6% | $13,402+68.1% |