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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 | $105,929 | $201,372-47.4% | $184,260-42.5% | $145,884-27.4% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.6pp |
| Annual return | 8.58% | 29.04%-20.5pp | 28.84%-20.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,366 | $7,024-66.3% | $6,427-63.2% | $4,662-49.3% |
| Participant deferral / active EE | $7,863 | $9,808-19.8% | $9,133-13.9% | $6,690+17.5% |
| Admin fee / account holder | $40,596 | $16,362+148.1% | $13,898+192.1% | $13,392+203.1% |