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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 | $65,494 | $155,555-57.9% | $146,866-55.4% | $155,188-57.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 9.39% | 115.41%-106.0pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $3,973 | $4,647-14.5% | $4,425-10.2% | $4,248-6.5% |
| Participant deferral / active EE | $24,379 | $8,044+203.1% | $7,759+214.2% | $6,531+273.3% |
| Admin fee / account holder | $26,924 | $14,755+82.5% | $13,620+97.7% | $14,480+85.9% |