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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 | $40,006 | $154,228-74.1% | $145,433-72.5% | $137,256-70.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.08% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $4,386 | $4,804-8.7% | $4,554-3.7% | $4,156+5.5% |
| Participant deferral / active EE | $8,970 | $8,216+9.2% | $7,897+13.6% | $6,407+40.0% |
| Admin fee / account holder | $10,005 | $14,344-30.2% | $13,129-23.8% | $12,270-18.5% |