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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 | $223,823-72.4% | $211,142-70.8% | $154,746-60.1% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 9.54% | 50.39%-40.9pp | 46.84%-37.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $2,663 | $6,787-60.8% | $6,442-58.7% | $4,379-39.2% |
| Participant deferral / active EE | $6,009 | $9,750-38.4% | $9,284-35.3% | $6,730-10.7% |
| Admin fee / account holder | $7,388 | $19,707-62.5% | $19,076-61.3% | $14,365-48.6% |