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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 | $94,731 | $197,603-52.1% | $177,827-46.7% | $158,950-40.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 6.40% | 58.76%-52.4pp | 48.32%-41.9pp | 302.91%-296.5pp |
| Employer contribution / active EE | $11,939 | $6,698+78.3% | $5,918+101.7% | $4,762+150.7% |
| Participant deferral / active EE | $19,500 | $8,404+132.0% | $7,713+152.8% | $5,983+225.9% |
| Admin fee / account holder | $31,481 | $15,402+104.4% | $12,429+153.3% | $11,248+179.9% |