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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 | $60,870 | $156,398-61.1% | $147,318-58.7% | $138,895-56.2% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 11.12% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $3,303 | $4,853-31.9% | $4,593-28.1% | $4,194-21.3% |
| Participant deferral / active EE | $8,383 | $8,237+1.8% | $7,906+6.0% | $6,396+31.1% |
| Admin fee / account holder | $490 | $14,976-96.7% | $13,708-96.4% | $12,562-96.1% |