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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 | $49,830 | $154,228-67.7% | $145,433-65.7% | $137,256-63.7% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 5.81% | 74.59%-68.8pp | 66.58%-60.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $8,710 | $4,804+81.3% | $4,554+91.2% | $4,156+109.6% |
| Participant deferral / active EE | $17,090 | $8,216+108.0% | $7,897+116.4% | $6,407+166.7% |
| Admin fee / account holder | $8,018 | $14,344-44.1% | $13,129-38.9% | $12,270-34.7% |