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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 | $79,785 | $156,398-49.0% | $147,318-45.8% | $138,895-42.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 7.27% | 78.75%-71.5pp | 70.43%-63.2pp | 145.39%-138.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,800 | $8,237+6.8% | $7,906+11.3% | $6,396+37.6% |
| Admin fee / account holder | $18,907 | $14,976+26.2% | $13,708+37.9% | $12,562+50.5% |