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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 | $172,111-64.5% | $150,298-59.4% | $137,256-55.5% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 9.21% | 69.37%-60.2pp | 62.79%-53.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,988 | $4,636-35.5% | $4,154-28.1% | $4,156-28.1% |
| Participant deferral / active EE | $3,768 | $6,166-38.9% | $5,453-30.9% | $6,407-41.2% |
| Admin fee / account holder | $1,439 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |