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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 | $61,037 | $185,312-67.1% | $161,489-62.2% | $154,746-60.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 9.21% | 103.84%-94.6pp | 89.72%-80.5pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,988 | $4,769-37.3% | $4,268-30.0% | $4,379-31.8% |
| Participant deferral / active EE | $3,768 | $6,350-40.7% | $5,630-33.1% | $6,730-44.0% |
| Admin fee / account holder | $1,439 | $18,654-92.3% | $16,006-91.0% | $14,365-90.0% |