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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 | $88,664 | $162,136-45.3% | $152,301-41.8% | $154,746-42.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 11.24% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $5,440 | $4,890+11.2% | $4,624+17.6% | $4,379+24.2% |
| Participant deferral / active EE | $8,135 | $8,341-2.5% | $8,004+1.6% | $6,730+20.9% |
| Admin fee / account holder | $815 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |