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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 | $31,687 | $209,336-84.9% | $197,124-83.9% | $137,256-76.9% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 7.72% | 48.09%-40.4pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $5,571 | $6,591-15.5% | $6,227-10.5% | $4,156+34.1% |
| Participant deferral / active EE | $16,104 | $9,614+67.5% | $9,135+76.3% | $6,407+151.4% |
| Admin fee / account holder | $21,253 | $17,308+22.8% | $16,298+30.4% | $12,270+73.2% |