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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 | $116,265 | $162,136-28.3% | $152,301-23.7% | $154,746-24.9% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 11.48% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,179 | $4,890-75.9% | $4,624-74.5% | $4,379-73.1% |
| Participant deferral / active EE | $3,137 | $8,341-62.4% | $8,004-60.8% | $6,730-53.4% |
| Admin fee / account holder | $15,426 | $15,759-2.1% | $14,398+7.1% | $14,365+7.4% |