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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 | $58,879 | $154,228-61.8% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.38% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,670 | $4,804-65.2% | $4,554-63.3% | $4,156-59.8% |
| Participant deferral / active EE | $5,041 | $8,216-38.6% | $7,897-36.2% | $6,407-21.3% |
| Admin fee / account holder | $2,860 | $14,344-80.1% | $13,129-78.2% | $12,270-76.7% |