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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 | $59,355 | $162,136-63.4% | $152,301-61.0% | $154,746-61.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 11.17% | 91.02%-79.9pp | 80.50%-69.3pp | 172.34%-161.2pp |
| Employer contribution / active EE | $5,326 | $4,890+8.9% | $4,624+15.2% | $4,379+21.6% |
| Participant deferral / active EE | $11,251 | $8,341+34.9% | $8,004+40.6% | $6,730+67.2% |
| Admin fee / account holder | $25,091 | $15,759+59.2% | $14,398+74.3% | $14,365+74.7% |