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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 | $37,131 | $156,398-76.3% | $147,318-74.8% | $138,895-73.3% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.1%-28.7pp | 79.9%-26.6pp |
| Annual return | 11.22% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,754 | $4,853-63.9% | $4,593-61.8% | $4,194-58.2% |
| Participant deferral / active EE | $5,798 | $8,237-29.6% | $7,906-26.7% | $6,396-9.4% |
| Admin fee / account holder | $12,507 | $14,976-16.5% | $13,708-8.8% | $12,562-0.4% |