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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 | $49,269 | $176,786-72.1% | $146,643-66.4% | $167,536-70.6% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 5.19% | 24.04%-18.8pp | 22.75%-17.6pp | 478.82%-473.6pp |
| Employer contribution / active EE | $1,061 | $5,161-79.5% | $4,137-74.4% | $4,839-78.1% |
| Participant deferral / active EE | $2,303 | $6,440-64.2% | $5,506-58.2% | $6,342-63.7% |
| Admin fee / account holder | $2,737 | $13,262-79.4% | $10,280-73.4% | $12,315-77.8% |