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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 | $49,217 | $174,379-71.8% | $152,093-67.6% | $138,895-64.6% |
| Participation rate | 68.4% | 81.6%-13.2pp | 77.8%-9.3pp | 79.9%-11.5pp |
| Annual return | 10.47% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,426 | $4,652-47.8% | $4,175-41.9% | $4,194-42.2% |
| Participant deferral / active EE | $2,217 | $6,159-64.0% | $5,451-59.3% | $6,396-65.3% |
| Admin fee / account holder | $2,863 | $16,880-83.0% | $14,497-80.2% | $12,562-77.2% |