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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 | $134,623 | $185,883-27.6% | $170,043-20.8% | $139,466-3.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 10.86% | 60.54%-49.7pp | 53.40%-42.5pp | 373.66%-362.8pp |
| Employer contribution / active EE | $7,379 | $7,596-2.9% | $6,790+8.7% | $4,754+55.2% |
| Participant deferral / active EE | $11,021 | $11,626-5.2% | $10,410+5.9% | $6,712+64.2% |
| Admin fee / account holder | $491 | $15,393-96.8% | $12,824-96.2% | $11,409-95.7% |