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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 | $99,094 | $181,062-45.3% | $158,223-37.4% | $155,188-36.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 6.79% | 57.39%-50.6pp | 52.09%-45.3pp | 148.84%-142.1pp |
| Employer contribution / active EE | $1,728 | $4,565-62.2% | $4,109-58.0% | $4,248-59.3% |
| Participant deferral / active EE | $6,315 | $6,134+2.9% | $5,467+15.5% | $6,531-3.3% |
| Admin fee / account holder | $23,661 | $18,825+25.7% | $16,047+47.4% | $14,480+63.4% |