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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 | $107,722 | $227,541-52.7% | $189,544-43.2% | $167,497-35.7% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 7.33% | 78.42%-71.1pp | 64.18%-56.8pp | 478.62%-471.3pp |
| Employer contribution / active EE | $3,722 | $5,314-30.0% | $4,411-15.6% | $4,838-23.1% |
| Participant deferral / active EE | $10,959 | $7,002+56.5% | $6,174+77.5% | $6,341+72.8% |
| Admin fee / account holder | $5,108 | $11,879-57.0% | $9,808-47.9% | $12,310-58.5% |