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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 | $185,312-39.7% | $161,489-30.8% | $154,746-27.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 9.95% | 103.84%-93.9pp | 89.72%-79.8pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,109 | $4,769-55.8% | $4,268-50.6% | $4,379-51.8% |
| Participant deferral / active EE | $8,432 | $6,350+32.8% | $5,630+49.8% | $6,730+25.3% |
| Admin fee / account holder | $18,305 | $18,654-1.9% | $16,006+14.4% | $14,365+27.4% |