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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 | $27,175 | $156,398-82.6% | $147,318-81.6% | $138,895-80.4% |
| Participation rate | 56.5% | 83.8%-27.2pp | 82.1%-25.5pp | 79.9%-23.4pp |
| Annual return | 11.52% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,432 | $4,853-70.5% | $4,593-68.8% | $4,194-65.9% |
| Participant deferral / active EE | $3,354 | $8,237-59.3% | $7,906-57.6% | $6,396-47.6% |
| Admin fee / account holder | $6,279 | $14,976-58.1% | $13,708-54.2% | $12,562-50.0% |