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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 | $61,347 | $201,264-69.5% | $184,185-66.7% | $145,978-58.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.01% | 29.00%-20.0pp | 28.81%-19.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,918 | $7,021-72.7% | $6,426-70.2% | $4,662-58.9% |
| Participant deferral / active EE | $5,414 | $9,806-44.8% | $9,132-40.7% | $6,690-19.1% |
| Admin fee / account holder | $2,357 | $16,376-85.6% | $13,909-83.1% | $13,400-82.4% |