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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 | $42,189 | $154,228-72.6% | $145,433-71.0% | $137,256-69.3% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 11.03% | 74.59%-63.6pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,312 | $4,804-72.7% | $4,554-71.2% | $4,156-68.4% |
| Participant deferral / active EE | $2,424 | $8,216-70.5% | $7,897-69.3% | $6,407-62.2% |
| Admin fee / account holder | $20,677 | $14,344+44.2% | $13,129+57.5% | $12,270+68.5% |