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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 | $112,978 | $154,228-26.7% | $145,433-22.3% | $137,256-17.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 5.40% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $7,693 | $4,804+60.1% | $4,554+68.9% | $4,156+85.1% |
| Participant deferral / active EE | $15,500 | $8,216+88.6% | $7,897+96.3% | $6,407+141.9% |
| Admin fee / account holder | $22,750 | $14,344+58.6% | $13,129+73.3% | $12,270+85.4% |