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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 | $73,573 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 9.63% | 74.59%-65.0pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,597 | $4,804-66.8% | $4,554-64.9% | $4,156-61.6% |
| Participant deferral / active EE | $2,958 | $8,216-64.0% | $7,897-62.5% | $6,407-53.8% |
| Admin fee / account holder | $13,440 | $14,344-6.3% | $13,129+2.4% | $12,270+9.5% |