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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 | $45,724 | $129,737-64.8% | $119,126-61.6% | $154,746-70.5% |
| Participation rate | 44.4% | 78.9%-34.4pp | 75.8%-31.3pp | 80.7%-36.3pp |
| Annual return | 6.50% | 379.08%-372.6pp | 282.11%-275.6pp | 172.34%-165.8pp |
| Employer contribution / active EE | $1,997 | $4,375-54.3% | $4,034-50.5% | $4,379-54.4% |
| Participant deferral / active EE | $2,032 | $5,842-65.2% | $5,318-61.8% | $6,730-69.8% |
| Admin fee / account holder | $4,555 | $11,961-61.9% | $10,693-57.4% | $14,365-68.3% |