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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 | $111,809 | $172,111-35.0% | $150,298-25.6% | $137,256-18.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 9.95% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,109 | $4,636-54.5% | $4,154-49.2% | $4,156-49.3% |
| Participant deferral / active EE | $8,432 | $6,166+36.8% | $5,453+54.6% | $6,407+31.6% |
| Admin fee / account holder | $18,305 | $16,471+11.1% | $14,116+29.7% | $12,270+49.2% |