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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 | $156,398-79.2% | $147,318-77.9% | $138,895-76.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 11.79% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $5,391 | $4,853+11.1% | $4,593+17.4% | $4,194+28.5% |
| Participant deferral / active EE | $26,876 | $8,237+226.3% | $7,906+239.9% | $6,396+320.2% |
| Admin fee / account holder | $24,989 | $14,976+66.9% | $13,708+82.3% | $12,562+98.9% |