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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 | $71,061 | $178,174-60.1% | $156,181-54.5% | $137,256-48.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 9.48% | 84.19%-74.7pp | 64.87%-55.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $23,969 | $4,972+382.1% | $4,294+458.2% | $4,156+476.7% |
| Participant deferral / active EE | $15,095 | $6,888+119.2% | $6,132+146.2% | $6,407+135.6% |
| Admin fee / account holder | $480 | $17,404-97.2% | $14,586-96.7% | $12,270-96.1% |