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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 | $32,544 | $154,228-78.9% | $145,433-77.6% | $137,256-76.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 11.79% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $5,391 | $4,804+12.2% | $4,554+18.4% | $4,156+29.7% |
| Participant deferral / active EE | $26,876 | $8,216+227.1% | $7,897+240.3% | $6,407+319.5% |
| Admin fee / account holder | $24,989 | $14,344+74.2% | $13,129+90.3% | $12,270+103.7% |