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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 | $74,533 | $54,757+36.1% | $90,304-17.5% | $72,975+2.1% |
| Participation rate | 69.4% | 65.2%+4.3pp | 73.3%-3.8pp | 69.5%0pp |
| Annual return | 14.85% | 30.63%-15.8pp | 78.13%-63.3pp | 81.01%-66.2pp |
| Employer contribution / active EE | $2,829 | $2,093+35.2% | $2,855-0.9% | $2,440+16.0% |
| Participant deferral / active EE | $5,950 | $2,887+106.1% | $3,885+53.1% | $3,608+64.9% |
| Admin fee / account holder | $24,176 | $3,973+508.5% | $5,354+351.6% | $5,124+371.8% |