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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 | $90,641 | $154,228-41.2% | $145,433-37.7% | $137,256-34.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 12.17% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,811 | $4,804-62.3% | $4,554-60.2% | $4,156-56.4% |
| Participant deferral / active EE | $8,254 | $8,216+0.5% | $7,897+4.5% | $6,407+28.8% |
| Admin fee / account holder | $65,327 | $14,344+355.4% | $13,129+397.6% | $12,270+432.4% |