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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 | $61,652 | $154,228-60.0% | $145,433-57.6% | $137,256-55.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 9.99% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,491 | $4,804-69.0% | $4,554-67.3% | $4,156-64.1% |
| Participant deferral / active EE | $11,946 | $8,216+45.4% | $7,897+51.3% | $6,407+86.5% |
| Admin fee / account holder | $706 | $14,344-95.1% | $13,129-94.6% | $12,270-94.2% |