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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 | $110,865 | $201,344-44.9% | $184,243-39.8% | $145,877-24.0% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 8.40% | 29.01%-20.6pp | 28.82%-20.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,727 | $7,022-75.4% | $6,427-73.1% | $4,663-63.0% |
| Participant deferral / active EE | $5,400 | $9,807-44.9% | $9,132-40.9% | $6,691-19.3% |
| Admin fee / account holder | $14,328 | $16,382-12.5% | $13,914+3.0% | $13,402+6.9% |