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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 | $115,225-13.5% | $100,712-1.0% | $138,895-28.2% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 7.09% | 40.35%-33.3pp | 33.27%-26.2pp | 145.39%-138.3pp |
| Employer contribution / active EE | $5,647 | $2,771+103.8% | $2,313+144.2% | $4,194+34.6% |
| Participant deferral / active EE | $7,312 | $4,699+55.6% | $4,085+79.0% | $6,396+14.3% |
| Admin fee / account holder | $14,898 | $10,844+37.4% | $9,256+60.9% | $12,562+18.6% |