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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 | $31,575 | $154,228-79.5% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.39% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,369 | $4,804-71.5% | $4,554-69.9% | $4,156-67.1% |
| Participant deferral / active EE | $10,618 | $8,216+29.2% | $7,897+34.4% | $6,407+65.7% |
| Admin fee / account holder | $12,530 | $14,344-12.6% | $13,129-4.6% | $12,270+2.1% |