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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 | $209,336-59.3% | $197,124-56.8% | $137,256-38.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 9.56% | 48.09%-38.5pp | 44.34%-34.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,618 | $6,591-45.1% | $6,227-41.9% | $4,156-12.9% |
| Participant deferral / active EE | $19,722 | $9,614+105.1% | $9,135+115.9% | $6,407+207.8% |
| Admin fee / account holder | $22,560 | $17,308+30.3% | $16,298+38.4% | $12,270+83.9% |