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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 | $112,002 | $209,336-46.5% | $197,124-43.2% | $137,256-18.4% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 11.59% | 48.09%-36.5pp | 44.34%-32.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,846 | $6,591-72.0% | $6,227-70.4% | $4,156-55.6% |
| Participant deferral / active EE | $4,644 | $9,614-51.7% | $9,135-49.2% | $6,407-27.5% |
| Admin fee / account holder | $5,750 | $17,308-66.8% | $16,298-64.7% | $12,270-53.1% |