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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 | $127,687 | $154,228-17.2% | $145,433-12.2% | $137,256-7.0% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 6.87% | 74.59%-67.7pp | 66.58%-59.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,070 | $4,804-56.9% | $4,554-54.6% | $4,156-50.2% |
| Participant deferral / active EE | $10,686 | $8,216+30.1% | $7,897+35.3% | $6,407+66.8% |
| Admin fee / account holder | $30,302 | $14,344+111.3% | $13,129+130.8% | $12,270+147.0% |