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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 | $100,259 | $201,344-50.2% | $184,243-45.6% | $145,877-31.3% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 9.54% | 29.01%-19.5pp | 28.82%-19.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,648 | $7,022-76.5% | $6,427-74.4% | $4,663-64.7% |
| Participant deferral / active EE | $3,145 | $9,807-67.9% | $9,132-65.6% | $6,691-53.0% |
| Admin fee / account holder | $606 | $16,382-96.3% | $13,914-95.6% | $13,402-95.5% |