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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 | $80,547 | $154,228-47.8% | $145,433-44.6% | $137,256-41.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 5.50% | 74.59%-69.1pp | 66.58%-61.1pp | 220.34%-214.8pp |
| Employer contribution / active EE | $3,810 | $4,804-20.7% | $4,554-16.4% | $4,156-8.3% |
| Participant deferral / active EE | $6,938 | $8,216-15.6% | $7,897-12.1% | $6,407+8.3% |
| Admin fee / account holder | $4,405 | $14,344-69.3% | $13,129-66.4% | $12,270-64.1% |