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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 | $162,136-62.3% | $152,301-59.8% | $154,746-60.5% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 10.49% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,611 | $4,890-67.1% | $4,624-65.2% | $4,379-63.2% |
| Participant deferral / active EE | $3,759 | $8,341-54.9% | $8,004-53.0% | $6,730-44.2% |
| Admin fee / account holder | $4,879 | $15,759-69.0% | $14,398-66.1% | $14,365-66.0% |