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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 | $212,386-38.8% | $199,883-34.9% | $138,895-6.4% |
| Participation rate | 69.2% | 87.4%-18.1pp | 86.8%-17.5pp | 79.9%-10.7pp |
| Annual return | 9.23% | 47.75%-38.5pp | 43.81%-34.6pp | 145.39%-136.2pp |
| Employer contribution / active EE | $5,311 | $6,625-19.8% | $6,261-15.2% | $4,194+26.6% |
| Participant deferral / active EE | $8,627 | $9,617-10.3% | $9,138-5.6% | $6,396+34.9% |
| Admin fee / account holder | $18,811 | $18,233+3.2% | $17,268+8.9% | $12,562+49.7% |