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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 | $57,166 | $154,228-62.9% | $145,433-60.7% | $137,256-58.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 9.01% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,448 | $4,804-69.9% | $4,554-68.2% | $4,156-65.2% |
| Participant deferral / active EE | $5,313 | $8,216-35.3% | $7,897-32.7% | $6,407-17.1% |
| Admin fee / account holder | $313 | $14,344-97.8% | $13,129-97.6% | $12,270-97.5% |