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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 | $61,705 | $209,336-70.5% | $197,124-68.7% | $137,256-55.0% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 9.54% | 48.09%-38.6pp | 44.34%-34.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,663 | $6,591-59.6% | $6,227-57.2% | $4,156-35.9% |
| Participant deferral / active EE | $6,009 | $9,614-37.5% | $9,135-34.2% | $6,407-6.2% |
| Admin fee / account holder | $7,388 | $17,308-57.3% | $16,298-54.7% | $12,270-39.8% |