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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 | $154,228-52.8% | $145,433-49.9% | $137,256-47.0% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.8pp | 80.0%-32.6pp |
| Annual return | 10.85% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,151 | $4,804-76.0% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $2,598 | $8,216-68.4% | $7,897-67.1% | $6,407-59.5% |
| Admin fee / account holder | $19,717 | $14,344+37.5% | $13,129+50.2% | $12,270+60.7% |