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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 | $72,810 | $156,398-53.4% | $147,318-50.6% | $138,895-47.6% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.7pp | 79.9%-32.6pp |
| Annual return | 10.85% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,151 | $4,853-76.3% | $4,593-74.9% | $4,194-72.6% |
| Participant deferral / active EE | $2,598 | $8,237-68.5% | $7,906-67.1% | $6,396-59.4% |
| Admin fee / account holder | $19,717 | $14,976+31.7% | $13,708+43.8% | $12,562+57.0% |