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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 | $99,669 | $154,228-35.4% | $145,433-31.5% | $137,256-27.4% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 12.21% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,625 | $4,804-45.4% | $4,554-42.4% | $4,156-36.8% |
| Participant deferral / active EE | $8,996 | $8,216+9.5% | $7,897+13.9% | $6,407+40.4% |
| Admin fee / account holder | $39,550 | $14,344+175.7% | $13,129+201.2% | $12,270+222.3% |