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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 | $47,866 | $172,111-72.2% | $150,298-68.2% | $137,256-65.1% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 11.13% | 69.37%-58.2pp | 62.79%-51.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,313 | $4,636-71.7% | $4,154-68.4% | $4,156-68.4% |
| Participant deferral / active EE | $2,049 | $6,166-66.8% | $5,453-62.4% | $6,407-68.0% |
| Admin fee / account holder | $2,145 | $16,471-87.0% | $14,116-84.8% | $12,270-82.5% |