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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 | $64,311 | $166,089-61.3% | $164,928-61.0% | $145,978-55.9% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 8.64% | 100.26%-91.6pp | 70.08%-61.4pp | 550.52%-541.9pp |
| Employer contribution / active EE | $6,820 | $5,276+29.2% | $4,343+57.0% | $4,662+46.3% |
| Participant deferral / active EE | $4,519 | $6,961-35.1% | $6,034-25.1% | $6,690-32.4% |
| Admin fee / account holder | $20,326 | $16,641+22.2% | $12,684+60.2% | $13,400+51.7% |