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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 | $156,398-74.4% | $147,318-72.8% | $138,895-71.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 12.08% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.3pp |
| Employer contribution / active EE | $4,386 | $4,853-9.6% | $4,593-4.5% | $4,194+4.6% |
| Participant deferral / active EE | $8,970 | $8,237+8.9% | $7,906+13.4% | $6,396+40.2% |
| Admin fee / account holder | $10,005 | $14,976-33.2% | $13,708-27.0% | $12,562-20.4% |