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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 | $85,145 | $223,823-62.0% | $211,142-59.7% | $154,746-45.0% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 9.56% | 50.39%-40.8pp | 46.84%-37.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $3,618 | $6,787-46.7% | $6,442-43.8% | $4,379-17.4% |
| Participant deferral / active EE | $19,722 | $9,750+102.3% | $9,284+112.4% | $6,730+193.0% |
| Admin fee / account holder | $22,560 | $19,707+14.5% | $19,076+18.3% | $14,365+57.0% |