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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 | $69,639 | $202,440-65.6% | $169,390-58.9% | $139,466-50.1% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.2%-14.7pp | 80.3%-17.8pp |
| Annual return | 8.49% | 532.36%-523.9pp | 406.07%-397.6pp | 373.66%-365.2pp |
| Employer contribution / active EE | $1,300 | $4,693-72.3% | $4,013-67.6% | $4,754-72.7% |
| Participant deferral / active EE | $5,885 | $6,940-15.2% | $6,222-5.4% | $6,712-12.3% |
| Admin fee / account holder | $1,605 | $10,722-85.0% | $9,015-82.2% | $11,409-85.9% |