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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 | $67,151 | $162,136-58.6% | $152,301-55.9% | $154,746-56.6% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 8.89% | 91.02%-82.1pp | 80.50%-71.6pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,034 | $4,890-78.9% | $4,624-77.6% | $4,379-76.4% |
| Participant deferral / active EE | $4,438 | $8,341-46.8% | $8,004-44.5% | $6,730-34.1% |
| Admin fee / account holder | $18,717 | $15,759+18.8% | $14,398+30.0% | $14,365+30.3% |