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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 | $56,174 | $174,379-67.8% | $152,093-63.1% | $138,895-59.6% |
| Participation rate | 56.5% | 81.6%-25.1pp | 77.8%-21.2pp | 79.9%-23.4pp |
| Annual return | 4.11% | 74.86%-70.7pp | 66.36%-62.2pp | 145.39%-141.3pp |
| Employer contribution / active EE | $1,800 | $4,652-61.3% | $4,175-56.9% | $4,194-57.1% |
| Participant deferral / active EE | $1,927 | $6,159-68.7% | $5,451-64.6% | $6,396-69.9% |
| Admin fee / account holder | $4,824 | $16,880-71.4% | $14,497-66.7% | $12,562-61.6% |