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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 | $82,101 | $156,398-47.5% | $147,318-44.3% | $138,895-40.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.56% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $5,791 | $4,853+19.3% | $4,593+26.1% | $4,194+38.1% |
| Participant deferral / active EE | $8,771 | $8,237+6.5% | $7,906+10.9% | $6,396+37.1% |
| Admin fee / account holder | $64,183 | $14,976+328.6% | $13,708+368.2% | $12,562+410.9% |