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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 | $54,193 | $111,535-51.4% | $105,223-48.5% | $137,256-60.5% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 80.0%-41.5pp |
| Annual return | 7.95% | 237.85%-229.9pp | 180.65%-172.7pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,788 | $3,939-54.6% | $3,689-51.5% | $4,156-57.0% |
| Participant deferral / active EE | $2,460 | $5,500-55.3% | $5,072-51.5% | $6,407-61.6% |
| Admin fee / account holder | $326 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |