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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 | $96,629 | $154,228-37.3% | $145,433-33.6% | $137,256-29.6% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 9.51% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,785 | $4,804-62.8% | $4,554-60.8% | $4,156-57.1% |
| Participant deferral / active EE | $6,286 | $8,216-23.5% | $7,897-20.4% | $6,407-1.9% |
| Admin fee / account holder | $93,316 | $14,344+550.6% | $13,129+610.8% | $12,270+660.5% |