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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 | $41,587 | $199,109-79.1% | $173,730-76.1% | $154,746-73.1% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 8.13% | 20.02%-11.9pp | 19.96%-11.8pp | 172.34%-164.2pp |
| Employer contribution / active EE | $5,449 | $5,311+2.6% | $4,577+19.0% | $4,379+24.4% |
| Participant deferral / active EE | $5,449 | $7,113-23.4% | $6,326-13.9% | $6,730-19.0% |
| Admin fee / account holder | $31,234 | $20,916+49.3% | $17,523+78.2% | $14,365+117.4% |