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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 | $99,713 | $72,071+38.4% | $68,368+45.8% | $137,256-27.4% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 12.02% | 353.14%-341.1pp | 292.57%-280.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,060 | $2,788+9.8% | $2,649+15.5% | $4,156-26.4% |
| Participant deferral / active EE | $5,558 | $4,410+26.0% | $4,123+34.8% | $6,407-13.2% |
| Admin fee / account holder | $8,041 | $5,336+50.7% | $5,150+56.1% | $12,270-34.5% |