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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 | $45,536 | $209,422-78.3% | $178,503-74.5% | $158,982-71.4% |
| Participation rate | 65.2% | 86.4%-21.1pp | 81.9%-16.7pp | 82.0%-16.7pp |
| Annual return | 3.67% | 188.81%-185.1pp | 151.12%-147.4pp | 302.99%-299.3pp |
| Employer contribution / active EE | $2,205 | $5,707-61.4% | $5,011-56.0% | $4,763-53.7% |
| Participant deferral / active EE | $2,398 | $5,955-59.7% | $5,202-53.9% | $5,983-59.9% |
| Admin fee / account holder | $1,220 | $17,079-92.9% | $13,987-91.3% | $11,252-89.2% |