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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 | $183,592-75.9% | $155,574-71.5% | $145,877-69.6% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 8.07% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,196 | $5,317-77.5% | $4,676-74.4% | $4,663-74.3% |
| Participant deferral / active EE | $2,625 | $6,466-59.4% | $5,629-53.4% | $6,691-60.8% |
| Admin fee / account holder | $14,256 | $19,316-26.2% | $15,914-10.4% | $13,402+6.4% |