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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 | $113,329 | $154,228-26.5% | $145,433-22.1% | $137,256-17.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.39% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $10,253 | $4,804+113.4% | $4,554+125.1% | $4,156+146.7% |
| Participant deferral / active EE | $19,023 | $8,216+131.5% | $7,897+140.9% | $6,407+196.9% |
| Admin fee / account holder | $152,663 | $14,344+964.3% | $13,129+1062.8% | $12,270+1144.2% |