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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 | $32,837 | $154,228-78.7% | $145,433-77.4% | $137,256-76.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 11.98% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,150 | $4,804-76.1% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $3,092 | $8,216-62.4% | $7,897-60.8% | $6,407-51.7% |
| Admin fee / account holder | $15,831 | $14,344+10.4% | $13,129+20.6% | $12,270+29.0% |