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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 | $201,259-58.6% | $184,200-54.8% | $145,959-43.0% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 8.67% | 28.98%-20.3pp | 28.80%-20.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $12,552 | $7,018+78.9% | $6,424+95.4% | $4,661+169.3% |
| Participant deferral / active EE | $7,161 | $9,806-27.0% | $9,132-21.6% | $6,689+7.1% |
| Admin fee / account holder | $46,281 | $16,372+182.7% | $13,907+232.8% | $13,398+245.4% |