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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 | $46,176 | $156,398-70.5% | $147,318-68.7% | $138,895-66.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 11.52% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $5,664 | $4,853+16.7% | $4,593+23.3% | $4,194+35.1% |
| Participant deferral / active EE | $4,568 | $8,237-44.5% | $7,906-42.2% | $6,396-28.6% |
| Admin fee / account holder | $4,990 | $14,976-66.7% | $13,708-63.6% | $12,562-60.3% |