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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 | $105,869 | $154,228-31.4% | $145,433-27.2% | $137,256-22.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 11.07% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,628 | $4,804-66.1% | $4,554-64.3% | $4,156-60.8% |
| Participant deferral / active EE | $5,456 | $8,216-33.6% | $7,897-30.9% | $6,407-14.8% |
| Admin fee / account holder | $620 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |