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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 | $120,258 | $93,345+28.8% | $119,126+1.0% | $87,485+37.5% |
| Participation rate | 62.3% | 68.7%-6.4pp | 75.8%-13.5pp | 68.9%-6.6pp |
| Annual return | 11.33% | 19.08%-7.8pp | 282.11%-270.8pp | 26.06%-14.7pp |
| Employer contribution / active EE | $3,543 | $3,172+11.7% | $4,034-12.2% | $2,596+36.5% |
| Participant deferral / active EE | $6,559 | $4,099+60.0% | $5,318+23.3% | $4,274+53.5% |
| Admin fee / account holder | $17,190 | $8,039+113.8% | $10,693+60.8% | $7,775+121.1% |