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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 | $130,054 | $209,336-37.9% | $197,124-34.0% | $137,256-5.2% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 9.23% | 48.09%-38.9pp | 44.34%-35.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $5,311 | $6,591-19.4% | $6,227-14.7% | $4,156+27.8% |
| Participant deferral / active EE | $8,627 | $9,614-10.3% | $9,135-5.6% | $6,407+34.7% |
| Admin fee / account holder | $18,811 | $17,308+8.7% | $16,298+15.4% | $12,270+53.3% |