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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 | $61,152 | $154,228-60.3% | $145,433-58.0% | $137,256-55.4% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 10.49% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,611 | $4,804-66.5% | $4,554-64.6% | $4,156-61.2% |
| Participant deferral / active EE | $3,759 | $8,216-54.3% | $7,897-52.4% | $6,407-41.3% |
| Admin fee / account holder | $4,879 | $14,344-66.0% | $13,129-62.8% | $12,270-60.2% |