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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 | $62,708 | $239,571-73.8% | $183,328-65.8% | $137,256-54.3% |
| Participation rate | 69.6% | 82.4%-12.8pp | 77.3%-7.8pp | 80.0%-10.4pp |
| Annual return | 9.69% | 35.69%-26.0pp | 29.67%-20.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $9,250 | $6,148+50.5% | $5,055+83.0% | $4,156+122.6% |
| Participant deferral / active EE | $7,232 | $7,995-9.5% | $6,795+6.4% | $6,407+12.9% |
| Admin fee / account holder | $25,948 | $30,059-13.7% | $21,427+21.1% | $12,270+111.5% |