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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 | $83,245 | $201,370-58.7% | $184,256-54.8% | $145,897-42.9% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 8.67% | 29.05%-20.4pp | 28.85%-20.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $12,552 | $7,024+78.7% | $6,427+95.3% | $4,663+169.2% |
| Participant deferral / active EE | $7,161 | $9,808-27.0% | $9,133-21.6% | $6,689+7.0% |
| Admin fee / account holder | $46,281 | $16,364+182.8% | $13,899+233.0% | $13,390+245.6% |