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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 | $107,632 | $154,228-30.2% | $145,433-26.0% | $137,256-21.6% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 11.88% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,234 | $4,804-53.5% | $4,554-51.0% | $4,156-46.3% |
| Participant deferral / active EE | $6,632 | $8,216-19.3% | $7,897-16.0% | $6,407+3.5% |
| Admin fee / account holder | $31,399 | $14,344+118.9% | $13,129+139.2% | $12,270+155.9% |