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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 | $50,510 | $178,174-71.7% | $156,181-67.7% | $137,256-63.2% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 9.29% | 84.19%-74.9pp | 64.87%-55.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,198 | $6,888-53.6% | $6,132-47.8% | $6,407-50.1% |
| Admin fee / account holder | $21,400 | $17,404+23.0% | $14,586+46.7% | $12,270+74.4% |