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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 | $125,570 | $209,336-40.0% | $197,124-36.3% | $137,256-8.5% |
| Participation rate | 69.6% | 87.3%-17.7pp | 86.7%-17.1pp | 80.0%-10.4pp |
| Annual return | 11.49% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,308 | $9,614+28.0% | $9,135+34.7% | $6,407+92.1% |
| Admin fee / account holder | $38,691 | $17,308+123.5% | $16,298+137.4% | $12,270+215.3% |