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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 | $156,398-81.2% | $147,318-80.1% | $138,895-78.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 9.81% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,345 | $4,853-51.7% | $4,593-48.9% | $4,194-44.1% |
| Participant deferral / active EE | $12,220 | $8,237+48.3% | $7,906+54.6% | $6,396+91.1% |
| Admin fee / account holder | $1,160 | $14,976-92.3% | $13,708-91.5% | $12,562-90.8% |