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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 | $73,897 | $154,228-52.1% | $145,433-49.2% | $137,256-46.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 11.67% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,631 | $4,804-45.2% | $4,554-42.2% | $4,156-36.7% |
| Participant deferral / active EE | $9,546 | $8,216+16.2% | $7,897+20.9% | $6,407+49.0% |
| Admin fee / account holder | $25,951 | $14,344+80.9% | $13,129+97.7% | $12,270+111.5% |