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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 | $29,387 | $154,228-80.9% | $145,433-79.8% | $137,256-78.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 9.81% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,345 | $4,804-51.2% | $4,554-48.5% | $4,156-43.6% |
| Participant deferral / active EE | $12,220 | $8,216+48.7% | $7,897+54.7% | $6,407+90.7% |
| Admin fee / account holder | $1,160 | $14,344-91.9% | $13,129-91.2% | $12,270-90.5% |