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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 | $184,014-72.6% | $161,149-68.7% | $138,895-63.6% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.8%-10.4pp | 79.9%-11.5pp |
| Annual return | 9.29% | 21.52%-12.2pp | 21.16%-11.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,198 | $6,909-53.7% | $6,153-48.0% | $6,396-50.0% |
| Admin fee / account holder | $21,400 | $18,027+18.7% | $15,194+40.8% | $12,562+70.4% |