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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 | $19,649 | $154,228-87.3% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 3.14% | 74.59%-71.4pp | 66.58%-63.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $3,274 | $4,804-31.9% | $4,554-28.1% | $4,156-21.2% |
| Participant deferral / active EE | $3,410 | $8,216-58.5% | $7,897-56.8% | $6,407-46.8% |
| Admin fee / account holder | $16,810 | $14,344+17.2% | $13,129+28.0% | $12,270+37.0% |