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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 | $59,332 | $156,398-62.1% | $147,318-59.7% | $138,895-57.3% |
| Participation rate | 47.6% | 83.8%-36.1pp | 82.1%-34.4pp | 79.9%-32.3pp |
| Annual return | 9.88% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,712 | $4,853-64.7% | $4,593-62.7% | $4,194-59.2% |
| Participant deferral / active EE | $3,012 | $8,237-63.4% | $7,906-61.9% | $6,396-52.9% |
| Admin fee / account holder | $408 | $14,976-97.3% | $13,708-97.0% | $12,562-96.7% |