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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 | $98,105 | $154,228-36.4% | $145,433-32.5% | $137,256-28.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.58% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,784 | $4,804-62.9% | $4,554-60.8% | $4,156-57.1% |
| Participant deferral / active EE | $9,110 | $8,216+10.9% | $7,897+15.4% | $6,407+42.2% |
| Admin fee / account holder | $2,887 | $14,344-79.9% | $13,129-78.0% | $12,270-76.5% |