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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 | $156,398-53.0% | $147,318-50.1% | $138,895-47.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 9.63% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,597 | $4,853-67.1% | $4,593-65.2% | $4,194-61.9% |
| Participant deferral / active EE | $2,958 | $8,237-64.1% | $7,906-62.6% | $6,396-53.8% |
| Admin fee / account holder | $13,440 | $14,976-10.3% | $13,708-1.9% | $12,562+7.0% |