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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 | $112,950 | $178,174-36.6% | $156,181-27.7% | $137,256-17.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 6.40% | 84.19%-77.8pp | 64.87%-58.5pp | 220.34%-213.9pp |
| Employer contribution / active EE | $4,241 | $4,972-14.7% | $4,294-1.2% | $4,156+2.0% |
| Participant deferral / active EE | $8,416 | $6,888+22.2% | $6,132+37.2% | $6,407+31.4% |
| Admin fee / account holder | $553 | $17,404-96.8% | $14,586-96.2% | $12,270-95.5% |