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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 | $66,171 | $155,555-57.5% | $146,866-54.9% | $155,188-57.4% |
| Participation rate | 19.0% | 84.0%-64.9pp | 82.5%-63.5pp | 80.8%-61.8pp |
| Annual return | 9.83% | 115.41%-105.6pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,165 | $4,647-74.9% | $4,425-73.7% | $4,248-72.6% |
| Participant deferral / active EE | $2,505 | $8,044-68.9% | $7,759-67.7% | $6,531-61.6% |
| Admin fee / account holder | $28,048 | $14,755+90.1% | $13,620+105.9% | $14,480+93.7% |