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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 | $130,011 | $154,228-15.7% | $145,433-10.6% | $137,256-5.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.03% | 74.59%-62.6pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $4,342 | $4,804-9.6% | $4,554-4.7% | $4,156+4.5% |
| Participant deferral / active EE | $14,738 | $8,216+79.4% | $7,897+86.6% | $6,407+130.0% |
| Admin fee / account holder | $18,774 | $14,344+30.9% | $13,129+43.0% | $12,270+53.0% |