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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 | $99,523 | $154,228-35.5% | $145,433-31.6% | $137,256-27.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.95% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,424 | $4,804-28.7% | $4,554-24.8% | $4,156-17.6% |
| Participant deferral / active EE | $9,510 | $8,216+15.7% | $7,897+20.4% | $6,407+48.4% |
| Admin fee / account holder | $24,448 | $14,344+70.4% | $13,129+86.2% | $12,270+99.3% |