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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 | $71,114 | $154,228-53.9% | $145,433-51.1% | $137,256-48.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 12.07% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,839 | $4,804-20.1% | $4,554-15.7% | $4,156-7.6% |
| Participant deferral / active EE | $11,223 | $8,216+36.6% | $7,897+42.1% | $6,407+75.2% |
| Admin fee / account holder | $13,467 | $14,344-6.1% | $13,129+2.6% | $12,270+9.8% |