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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 | $57,271 | $154,228-62.9% | $145,433-60.6% | $137,256-58.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 9.52% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,151 | $4,804-55.2% | $4,554-52.8% | $4,156-48.2% |
| Participant deferral / active EE | $3,330 | $8,216-59.5% | $7,897-57.8% | $6,407-48.0% |
| Admin fee / account holder | $69,896 | $14,344+387.3% | $13,129+432.4% | $12,270+469.6% |