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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 | $162,136-38.6% | $152,301-34.7% | $154,746-35.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.95% | 91.02%-80.1pp | 80.50%-69.5pp | 172.34%-161.4pp |
| Employer contribution / active EE | $3,424 | $4,890-30.0% | $4,624-26.0% | $4,379-21.8% |
| Participant deferral / active EE | $9,510 | $8,341+14.0% | $8,004+18.8% | $6,730+41.3% |
| Admin fee / account holder | $24,448 | $15,759+55.1% | $14,398+69.8% | $14,365+70.2% |