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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 | $96,285 | $223,823-57.0% | $211,142-54.4% | $154,746-37.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 7.88% | 50.39%-42.5pp | 46.84%-39.0pp | 172.34%-164.5pp |
| Employer contribution / active EE | $5,595 | $6,787-17.6% | $6,442-13.1% | $4,379+27.8% |
| Participant deferral / active EE | $15,556 | $9,750+59.5% | $9,284+67.6% | $6,730+131.1% |
| Admin fee / account holder | $108,604 | $19,707+451.1% | $19,076+469.3% | $14,365+656.0% |