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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 | $108,083 | $157,296-31.3% | $141,191-23.4% | $152,897-29.3% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.5%-21.3pp |
| Annual return | 14.12% | 64.34%-50.2pp | 71.41%-57.3pp | 345.43%-331.3pp |
| Employer contribution / active EE | $6,133 | $5,262+16.5% | $4,736+29.5% | $4,764+28.7% |
| Participant deferral / active EE | $6,640 | $7,111-6.6% | $6,710-1.0% | $5,851+13.5% |
| Admin fee / account holder | $57,009 | $12,125+370.2% | $10,264+455.4% | $11,599+391.5% |