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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 | $201,370-44.9% | $184,256-39.8% | $145,897-24.0% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 8.40% | 29.05%-20.6pp | 28.85%-20.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,727 | $7,024-75.4% | $6,427-73.1% | $4,663-63.0% |
| Participant deferral / active EE | $5,400 | $9,808-44.9% | $9,133-40.9% | $6,689-19.3% |
| Admin fee / account holder | $14,328 | $16,364-12.4% | $13,899+3.1% | $13,390+7.0% |