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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 | $156,398-18.4% | $147,318-13.3% | $138,895-8.1% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 6.87% | 78.75%-71.9pp | 70.43%-63.6pp | 145.39%-138.5pp |
| Employer contribution / active EE | $2,070 | $4,853-57.4% | $4,593-54.9% | $4,194-50.6% |
| Participant deferral / active EE | $10,686 | $8,237+29.7% | $7,906+35.2% | $6,396+67.1% |
| Admin fee / account holder | $30,302 | $14,976+102.3% | $13,708+121.1% | $12,562+141.2% |