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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 | $53,832 | $155,555-65.4% | $146,866-63.3% | $155,188-65.3% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.5%-18.2pp | 80.8%-16.5pp |
| Annual return | 9.06% | 115.41%-106.4pp | 102.85%-93.8pp | 148.84%-139.8pp |
| Employer contribution / active EE | $2,398 | $4,647-48.4% | $4,425-45.8% | $4,248-43.5% |
| Participant deferral / active EE | $4,159 | $8,044-48.3% | $7,759-46.4% | $6,531-36.3% |
| Admin fee / account holder | $5,133 | $14,755-65.2% | $13,620-62.3% | $14,480-64.5% |