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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 | $99,852 | $132,099-24.4% | $115,599-13.6% | $138,895-28.1% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.3%-9.6pp | 79.9%-15.2pp |
| Annual return | 7.11% | 176.76%-169.6pp | 111.10%-104.0pp | 145.39%-138.3pp |
| Employer contribution / active EE | $4,368 | $3,416+27.9% | $2,955+47.8% | $4,194+4.1% |
| Participant deferral / active EE | $5,685 | $5,617+1.2% | $4,889+16.3% | $6,396-11.1% |
| Admin fee / account holder | $61,073 | $15,650+290.2% | $12,841+375.6% | $12,562+386.2% |