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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 | $162,136-21.2% | $152,301-16.2% | $154,746-17.5% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 6.87% | 91.02%-84.1pp | 80.50%-73.6pp | 172.34%-165.5pp |
| Employer contribution / active EE | $2,070 | $4,890-57.7% | $4,624-55.2% | $4,379-52.7% |
| Participant deferral / active EE | $10,686 | $8,341+28.1% | $8,004+33.5% | $6,730+58.8% |
| Admin fee / account holder | $30,302 | $15,759+92.3% | $14,398+110.5% | $14,365+110.9% |