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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 | $52,917 | $162,136-67.4% | $152,301-65.3% | $154,746-65.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 11.23% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,301 | $4,890-32.5% | $4,624-28.6% | $4,379-24.6% |
| Participant deferral / active EE | $4,625 | $8,341-44.6% | $8,004-42.2% | $6,730-31.3% |
| Admin fee / account holder | $2,756 | $15,759-82.5% | $14,398-80.9% | $14,365-80.8% |