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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 | $44,277 | $183,539-75.9% | $155,556-71.5% | $145,897-69.7% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 8.07% | 61.31%-53.2pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,196 | $5,315-77.5% | $4,675-74.4% | $4,663-74.3% |
| Participant deferral / active EE | $2,625 | $6,467-59.4% | $5,631-53.4% | $6,689-60.8% |
| Admin fee / account holder | $14,256 | $19,275-26.0% | $15,885-10.3% | $13,390+6.5% |