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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 | $39,660 | $154,228-74.3% | $145,433-72.7% | $137,256-71.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 3.59% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $6,280 | $4,804+30.7% | $4,554+37.9% | $4,156+51.1% |
| Participant deferral / active EE | $8,537 | $8,216+3.9% | $7,897+8.1% | $6,407+33.3% |
| Admin fee / account holder | $5,283 | $14,344-63.2% | $13,129-59.8% | $12,270-56.9% |