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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 | $34,598 | $156,398-77.9% | $147,318-76.5% | $138,895-75.1% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 9.77% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,244 | $4,853-74.4% | $4,593-72.9% | $4,194-70.4% |
| Participant deferral / active EE | $4,114 | $8,237-50.1% | $7,906-48.0% | $6,396-35.7% |
| Admin fee / account holder | $36,407 | $14,976+143.1% | $13,708+165.6% | $12,562+189.8% |