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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 | $17,999 | $156,398-88.5% | $147,318-87.8% | $138,895-87.0% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 12.12% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $3,041 | $4,853-37.3% | $4,593-33.8% | $4,194-27.5% |
| Participant deferral / active EE | $4,465 | $8,237-45.8% | $7,906-43.5% | $6,396-30.2% |
| Admin fee / account holder | $8,646 | $14,976-42.3% | $13,708-36.9% | $12,562-31.2% |