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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 | $66,078 | $148,582-55.5% | $135,942-51.4% | $139,456-52.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 9.37% | 79.26%-69.9pp | 68.28%-58.9pp | 373.45%-364.1pp |
| Employer contribution / active EE | $2,004 | $5,245-61.8% | $4,858-58.8% | $4,753-57.8% |
| Participant deferral / active EE | $11,196 | $8,101+38.2% | $7,759+44.3% | $6,711+66.8% |
| Admin fee / account holder | $992 | $12,402-92.0% | $10,764-90.8% | $11,407-91.3% |