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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 | $37,519 | $154,228-75.7% | $145,433-74.2% | $137,256-72.7% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 80.0%-27.6pp |
| Annual return | 12.04% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,685 | $4,804-64.9% | $4,554-63.0% | $4,156-59.4% |
| Participant deferral / active EE | $3,539 | $8,216-56.9% | $7,897-55.2% | $6,407-44.8% |
| Admin fee / account holder | $8,221 | $14,344-42.7% | $13,129-37.4% | $12,270-33.0% |