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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 | $99,701 | $124,980-20.2% | $108,359-8.0% | $154,746-35.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 7.09% | 45.00%-37.9pp | 36.89%-29.8pp | 172.34%-165.2pp |
| Employer contribution / active EE | $5,647 | $2,851+98.1% | $2,399+135.3% | $4,379+29.0% |
| Participant deferral / active EE | $7,312 | $4,743+54.2% | $4,137+76.7% | $6,730+8.6% |
| Admin fee / account holder | $14,898 | $11,502+29.5% | $9,741+52.9% | $14,365+3.7% |