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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 | $75,014 | $154,228-51.4% | $145,433-48.4% | $137,256-45.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 10.90% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,770 | $4,804-63.1% | $4,554-61.1% | $4,156-57.4% |
| Participant deferral / active EE | $4,652 | $8,216-43.4% | $7,897-41.1% | $6,407-27.4% |
| Admin fee / account holder | $1,426 | $14,344-90.1% | $13,129-89.1% | $12,270-88.4% |