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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 | $178,174-76.7% | $156,181-73.4% | $137,256-69.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 8.13% | 84.19%-76.1pp | 64.87%-56.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $5,449 | $4,972+9.6% | $4,294+26.9% | $4,156+31.1% |
| Participant deferral / active EE | $5,449 | $6,888-20.9% | $6,132-11.1% | $6,407-15.0% |
| Admin fee / account holder | $31,234 | $17,404+79.5% | $14,586+114.1% | $12,270+154.5% |