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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 | $111,589 | $154,228-27.6% | $145,433-23.3% | $137,256-18.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 5.28% | 74.59%-69.3pp | 66.58%-61.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,715 | $4,804-64.3% | $4,554-62.4% | $4,156-58.7% |
| Participant deferral / active EE | $2,776 | $8,216-66.2% | $7,897-64.9% | $6,407-56.7% |
| Admin fee / account holder | $14,353 | $14,344+0.1% | $13,129+9.3% | $12,270+17.0% |