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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 | $54,951 | $154,228-64.4% | $145,433-62.2% | $137,256-60.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 11.93% | 74.59%-62.7pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,286 | $4,804-52.4% | $4,554-49.8% | $4,156-45.0% |
| Participant deferral / active EE | $7,575 | $8,216-7.8% | $7,897-4.1% | $6,407+18.2% |
| Admin fee / account holder | $28,025 | $14,344+95.4% | $13,129+113.5% | $12,270+128.4% |