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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 | $107,087 | $156,398-31.5% | $147,318-27.3% | $138,895-22.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.38% | 78.75%-67.4pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,794 | $4,853-42.4% | $4,593-39.2% | $4,194-33.4% |
| Participant deferral / active EE | $9,773 | $8,237+18.6% | $7,906+23.6% | $6,396+52.8% |
| Admin fee / account holder | $54,772 | $14,976+265.7% | $13,708+299.6% | $12,562+336.0% |