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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 | $97,179 | $148,629-34.6% | $135,982-28.5% | $139,487-30.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 11.56% | 79.33%-67.8pp | 68.32%-56.8pp | 373.84%-362.3pp |
| Employer contribution / active EE | $3,640 | $5,247-30.6% | $4,859-25.1% | $4,755-23.5% |
| Participant deferral / active EE | $10,706 | $8,102+32.1% | $7,760+38.0% | $6,713+59.5% |
| Admin fee / account holder | $67,575 | $12,406+444.7% | $10,767+527.6% | $11,407+492.4% |