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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 | $37,625 | $174,379-78.4% | $152,093-75.3% | $138,895-72.9% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 8.00% | 74.86%-66.9pp | 66.36%-58.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,218 | $4,652-73.8% | $4,175-70.8% | $4,194-71.0% |
| Participant deferral / active EE | $1,662 | $6,159-73.0% | $5,451-69.5% | $6,396-74.0% |
| Admin fee / account holder | $29,283 | $16,880+73.5% | $14,497+102.0% | $12,562+133.1% |