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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 | $80,361 | $154,228-47.9% | $145,433-44.7% | $137,256-41.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 11.62% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $8,632 | $4,804+79.7% | $4,554+89.5% | $4,156+107.7% |
| Participant deferral / active EE | $5,499 | $8,216-33.1% | $7,897-30.4% | $6,407-14.2% |
| Admin fee / account holder | $22,761 | $14,344+58.7% | $13,129+73.4% | $12,270+85.5% |