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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 | $59,264 | $148,623-60.1% | $135,974-56.4% | $139,466-57.5% |
| Participation rate | 43.8% | 83.9%-40.1pp | 81.9%-38.2pp | 80.3%-36.6pp |
| Annual return | 9.14% | 79.30%-70.2pp | 68.30%-59.2pp | 373.66%-364.5pp |
| Employer contribution / active EE | $1,267 | $5,246-75.8% | $4,859-73.9% | $4,754-73.3% |
| Participant deferral / active EE | $4,281 | $8,103-47.2% | $7,760-44.8% | $6,712-36.2% |
| Admin fee / account holder | $16,887 | $12,406+36.1% | $10,767+56.8% | $11,409+48.0% |