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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 | $149,269 | $223,823-33.3% | $211,142-29.3% | $154,746-3.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 10.33% | 50.39%-40.1pp | 46.84%-36.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $2,892 | $6,787-57.4% | $6,442-55.1% | $4,379-34.0% |
| Participant deferral / active EE | $10,193 | $9,750+4.5% | $9,284+9.8% | $6,730+51.4% |
| Admin fee / account holder | $97,492 | $19,707+394.7% | $19,076+411.1% | $14,365+578.7% |