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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 | $103,747 | $156,398-33.7% | $147,318-29.6% | $138,895-25.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 8.87% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.5pp |
| Employer contribution / active EE | $4,096 | $4,853-15.6% | $4,593-10.8% | $4,194-2.3% |
| Participant deferral / active EE | $12,600 | $8,237+53.0% | $7,906+59.4% | $6,396+97.0% |
| Admin fee / account holder | $105,228 | $14,976+602.7% | $13,708+667.7% | $12,562+737.7% |