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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 | $129,737-58.2% | $119,126-54.5% | $154,746-65.0% |
| Participation rate | 38.5% | 78.9%-40.4pp | 75.8%-37.3pp | 80.7%-42.2pp |
| Annual return | 7.95% | 379.08%-371.1pp | 282.11%-274.2pp | 172.34%-164.4pp |
| Employer contribution / active EE | $1,788 | $4,375-59.1% | $4,034-55.7% | $4,379-59.2% |
| Participant deferral / active EE | $2,460 | $5,842-57.9% | $5,318-53.7% | $6,730-63.5% |
| Admin fee / account holder | $326 | $11,961-97.3% | $10,693-97.0% | $14,365-97.7% |